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Disclosery

WealthCollab, LLC: TIP position timeline

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

WealthCollab, LLC held 18,851 TIP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,851 shares
    Change vs previous 13F -19 shares

    0.75% of the 13F portfolio, value $2,062,865.

    13F-HR 0002017870-26-000003 filed by WealthCollab, 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 18,870 shares
    Change vs previous 13F -803 shares

    0.86% of the 13F portfolio, value $2,082,494.

    13F-HR 0002017870-26-000002 filed by WealthCollab, 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 19,673 shares
    Change vs previous 13F -18 shares

    0.89% of the 13F portfolio, value $2,162,260.

    13F-HR 0002017870-26-000001 filed by WealthCollab, 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 19,691 shares
    Change vs previous 13F 0 shares

    1.01% of the 13F portfolio, value $2,190,034.

    13F-HR 0002017870-25-000007 filed by WealthCollab, 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 19,691 shares
    Change vs previous 13F -45 shares

    1.22% of the 13F portfolio, value $2,166,798.

    13F-HR 0002017870-25-000005 filed by WealthCollab, 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 19,736 shares
    Change vs previous 13F -60 shares

    1.36% of the 13F portfolio, value $2,192,473.

    13F-HR 0002017870-25-000004 filed by WealthCollab, LLC
    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 19,796 shares
    Change vs previous 13F -974 shares

    1.35% of the 13F portfolio, value $2,109,264.

    13F-HR 0002017870-25-000001 filed by WealthCollab, LLC
    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 20,770 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $2,294,462.

    13F-HR 0002017870-24-000005 filed by WealthCollab, LLC
    Filed (acceptance time not in the bulk data set), ingested

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