Bogart Wealth »

Tiptree Finl Inc cl a shares owned by Bogart Wealth

Quarter-by-quarter ownership of Tiptree Finl Inc cl a (TIPT) shares owned by Bogart Wealth from 13F filings

Historical chart of Bogart Wealth investment in Tiptree Finl Inc cl a

Tip: Access up to 7 years of quarterly data

All positions including Tiptree Finl Inc cl a held by Bogart Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Tiptree Finl Inc cl a by Bogart Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $237 14 16.93

More positions owned by Bogart Wealth

Exxon Mobil Corp Stock (XOM)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Msci Acwi Etf Etf (ACWI)
Vanguard Total Bond Market Etf Etf (BND)
Capital Group Dividend Value Etf Etf (CGDV)
Victoryshares Core Intermediate Bond Etf Etf (UITB)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Columbia Research Enhanced Core Etf Etf (RECS)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)
Invesco Nasdaq 100 Etf Etf (QQQM)
Invesco S&p 500 Top 50 Etf Etf (XLG)
Vanguard Total International Stock Etf Etf (VXUS)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Global X Adaptive U.s. Factor Etf Etf (AUSF)

View all positions for Bogart Wealth

Top funds holding Tiptree Finl Inc cl a

Dimensional Fund Advisors
BlackRock
Vanguard Group
Vanguard Capital Management
Geode Capital Management
Susquehanna International
State Street Corporation
Kennedy Capital Management
Steamboat Capital Partners
Heartland Advisors
Nuveen
Millennium Management
Morgan Stanley
TCW Group
Vanguard Portfolio Management

View all funds holding Tiptree Finl Inc cl a