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Tiptree Advisors, LLC: AD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tiptree Advisors, LLC on AD, newest first. How the timeline and the estimate are built.

Tiptree Advisors, LLC held 203,115 AD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 203,115 shares
    Change vs previous 13F +50,000 shares

    4.55% of the 13F portfolio, value $7,364,950.

    13F-HR 0001455452-26-000003 filed by Tiptree Advisors, LLC
    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 153,115 shares
    Change vs previous 13F +9,815 shares

    4.1% of the 13F portfolio, value $7,064,726.

    13F-HR 0001455452-26-000002 filed by Tiptree Advisors, LLC
    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 143,300 shares
    Change vs previous 13F 0 shares

    4.43% of the 13F portfolio, value $7,683,746.

    13F-HR 0001455452-26-000001 filed by Tiptree Advisors, LLC
    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 143,300 shares
    Change vs previous 13F +45,000 shares

    4.48% of the 13F portfolio, value $7,166,433.

    13F-HR 0001455452-25-000004 filed by Tiptree Advisors, LLC
    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 98,300 shares
    Change vs previous 13F +23,300 shares

    4.93% of the 13F portfolio, value $6,288,251.

    13F-HR 0001085146-25-004319 filed by Tiptree Advisors, LLC
    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 75,000 shares
    Change vs previous 13F 0 shares

    4.29% of the 13F portfolio, value $5,186,250.

    13F-HR 0001085146-25-003300 filed by Tiptree Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 75,000 shares
    Change vs previous 13F not available

    4.88% of the 13F portfolio, value $4,704,000.

    13F-HR 0001493152-25-008486 filed by Tiptree Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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