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Disclosery

Tiller Private Wealth, Inc.: AI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tiller Private Wealth, Inc. on AI, newest first. How the timeline and the estimate are built.

Tiller Private Wealth, Inc. held 222,090 AI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 222,090 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $2,018,799.

    13F-HR 0001663649-26-000003 filed by Tiller Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 222,090 shares
    Change vs previous 13F 0 shares

    0.66% of the 13F portfolio, value $1,869,998.

    13F-HR 0001663649-26-000002 filed by Tiller Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 222,090 shares
    Change vs previous 13F +6,404 shares

    1.07% of the 13F portfolio, value $2,993,774.

    13F-HR 0001663649-26-000001 filed by Tiller Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 215,686 shares
    Change vs previous 13F 0 shares

    1.33% of the 13F portfolio, value $3,739,996.

    13F-HR 0001663649-25-000002 filed by Tiller Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 215,686 shares
    Change vs previous 13F +215,686 shares

    2.01% of the 13F portfolio, value $5,300,000.

    13F-HR 0001085146-25-003916 filed by Tiller Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001085146-24-005404 filed by Tiller Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.