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Disclosery

Treasure Coast Financial Planning: TIPX position timeline

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

Treasure Coast Financial Planning held 538,380 TIPX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 538,380 shares
    Change vs previous 13F +6,613 shares

    4.97% of the 13F portfolio, value $10,191,541.

    13F-HR 0001911307-26-000005 filed by Treasure Coast Financial Planning
    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 531,767 shares
    Change vs previous 13F -32,123 shares

    5.25% of the 13F portfolio, value $10,205,271.

    13F-HR 0001911307-26-000003 filed by Treasure Coast Financial Planning
    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 563,890 shares
    Change vs previous 13F +32,211 shares

    5.72% of the 13F portfolio, value $10,761,169.

    13F-HR 0001911307-26-000001 filed by Treasure Coast Financial Planning
    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 531,679 shares
    Change vs previous 13F +79,553 shares

    5.72% of the 13F portfolio, value $10,256,092.

    13F-HR 0001911307-25-000008 filed by Treasure Coast Financial Planning
    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 452,126 shares
    Change vs previous 13F +16,032 shares

    5.04% of the 13F portfolio, value $8,653,684.

    13F-HR 0001911307-25-000005 filed by Treasure Coast Financial Planning
    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 436,094 shares
    Change vs previous 13F +59,514 shares

    5.19% of the 13F portfolio, value $8,368,644.

    13F-HR 0001911307-25-000002 filed by Treasure Coast Financial Planning
    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 376,580 shares
    Change vs previous 13F +4,035 shares

    4.59% of the 13F portfolio, value $6,962,964.

    13F-HR 0001911307-25-000001 filed by Treasure Coast Financial Planning
    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 372,545 shares
    Change vs previous 13F not available

    4.36% of the 13F portfolio, value $7,059,728.

    13F-HR 0001911307-24-000006 filed by Treasure Coast Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

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