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Disclosery

Townsend Financial Planning, LLC: TIP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Townsend Financial Planning, LLC on TIP, newest first. How the timeline and the estimate are built.

Townsend Financial Planning, LLC held 19,472 TIP shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,472 shares
    Change vs previous 13F +219 shares

    1.86% of the 13F portfolio, value $2,130,868.

    13F-HR 0002110688-26-000006 filed by Townsend Financial Planning, 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 19,253 shares
    Change vs previous 13F +303 shares

    2.06% of the 13F portfolio, value $2,124,791.

    13F-HR 0002110688-26-000002 filed by Townsend Financial Planning, 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 18,950 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $2,082,825.

    13F-HR 0002110688-26-000001 filed by Townsend Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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