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Disclosery

VestGen Investment Management: TIP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VestGen Investment Management on TIP, newest first. How the timeline and the estimate are built.

VestGen Investment Management held 18,065 TIP shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,065 shares
    Change vs previous 13F +7,842 shares

    1.05% of the 13F portfolio, value $1,976,853.

    13F-HR 0001511739-26-000003 filed by VestGen Investment Management
    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 10,223 shares
    Change vs previous 13F -376 shares

    0.62% of the 13F portfolio, value $1,128,210.

    13F-HR 0001511739-26-000002 filed by VestGen Investment Management
    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 10,599 shares
    Change vs previous 13F -425 shares

    0.65% of the 13F portfolio, value $1,164,936.

    13F-HR 0001511739-26-000001 filed by VestGen Investment Management
    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 11,024 shares
    Change vs previous 13F -2,520 shares

    0.74% of the 13F portfolio, value $1,226,089.

    13F-HR 0001511739-25-000007 filed by VestGen Investment Management
    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 13,544 shares
    Change vs previous 13F -1,161 shares

    1.07% of the 13F portfolio, value $1,490,382.

    13F-HR 0001511739-25-000005 filed by VestGen Investment Management
    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 14,705 shares
    Change vs previous 13F -2,622 shares

    1.23% of the 13F portfolio, value $1,633,578.

    13F-HR 0001511739-25-000004 filed by VestGen Investment Management
    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 17,327 shares
    Change vs previous 13F +17,327 shares

    0.5% of the 13F portfolio, value $1,846,192.

    13F-HR 0001511739-25-000001 filed by VestGen Investment Management
    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 0 shares
    Change vs previous 13F not available

    13F-HR 0001511739-24-000004 filed by VestGen Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.