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Disclosery

Towerpoint Wealth, LLC: TAGG position timeline

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

Towerpoint Wealth, LLC held 324,622 TAGG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 324,622 shares
    Change vs previous 13F +17,772 shares

    4.79% of the 13F portfolio, value $13,785,078.

    13F-HR 0001731445-26-000004 filed by Towerpoint Wealth, 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 306,850 shares
    Change vs previous 13F +15,705 shares

    5.28% of the 13F portfolio, value $13,071,791.

    13F-HR 0001731445-26-000002 filed by Towerpoint Wealth, 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 291,145 shares
    Change vs previous 13F +23,931 shares

    4.96% of the 13F portfolio, value $12,530,889.

    13F-HR 0001731445-26-000001 filed by Towerpoint Wealth, 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 267,214 shares
    Change vs previous 13F +94,089 shares

    4.71% of the 13F portfolio, value $11,506,231.

    13F-HR 0001085146-25-005830 filed by Towerpoint Wealth, 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 173,125 shares
    Change vs previous 13F +136,632 shares

    3.27% of the 13F portfolio, value $7,388,444.

    13F-HR 0001085146-25-003692 filed by Towerpoint Wealth, 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 36,493 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $1,561,908.

    13F-HR 0001085146-25-001961 filed by Towerpoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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