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Tower Wealth Partners, Inc.: TY position timeline

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

Tower Wealth Partners, Inc. held 15,973 TY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,973 shares
    Change vs previous 13F +369 shares

    0.27% of the 13F portfolio, value $549,782.

    13F-HR 0001951757-26-001232 filed by Tower Wealth Partners, 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 15,604 shares
    Change vs previous 13F +140 shares

    0.27% of the 13F portfolio, value $492,938.

    13F-HR 0001951757-26-000806 filed by Tower Wealth Partners, 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 15,464 shares
    Change vs previous 13F +1,030 shares

    0.28% of the 13F portfolio, value $505,071.

    13F-HR 0001951757-26-000200 filed by Tower Wealth Partners, 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 14,434 shares
    Change vs previous 13F +111 shares

    0.27% of the 13F portfolio, value $490,759.

    13F-HR 0001951757-25-001319 filed by Tower Wealth Partners, 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 14,323 shares
    Change vs previous 13F +471 shares

    0.27% of the 13F portfolio, value $453,454.

    13F-HR 0001951757-25-000974 filed by Tower Wealth Partners, 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 13,852 shares
    Change vs previous 13F +121 shares

    0.23% of the 13F portfolio, value $424,853.

    13F-HR 0001951757-25-000305 filed by Tower Wealth Partners, Inc.
    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 13,731 shares
    Change vs previous 13F +899 shares

    0.23% of the 13F portfolio, value $435,131.

    13F-HR 0001951757-25-000210 filed by Tower Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 12,832 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $423,983.

    13F-HR 0001951757-24-001141 filed by Tower Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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