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Disclosery

Tiller Private Wealth, Inc.: DFAT position timeline

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

Tiller Private Wealth, Inc. held 273,681 DFAT 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 273,681 shares
    Change vs previous 13F -2,313 shares

    5.99% of the 13F portfolio, value $19,130,302.

    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 275,994 shares
    Change vs previous 13F +5,467 shares

    6.12% of the 13F portfolio, value $17,235,826.

    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 270,527 shares
    Change vs previous 13F +16,946 shares

    5.73% of the 13F portfolio, value $16,107,178.

    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 253,581 shares
    Change vs previous 13F +11,282 shares

    5.25% of the 13F portfolio, value $14,760,951.

    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 242,299 shares
    Change vs previous 13F +138,811 shares

    4.97% of the 13F portfolio, value $13,075,000.

    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 ended2025-03-31
    13F 103,488 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $5,329,000.

    13F-HR 0001085146-25-002880 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).