Tiptree Finl Inc cl a shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Tiptree Finl Inc cl a (TIPT) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Tiptree Finl Inc cl a
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All positions including Tiptree Finl Inc cl a held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Tiptree Finl Inc cl a by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.9k | 309 | 19.17 |
| 2025-06-30 | $9.9k | 422 | 23.58 |
| 2025-03-31 | $2.5k | 103 | 24.10 |
| 2024-12-31 | $1.9k | 90 | 20.85 |
| 2024-09-30 | $1.3k | 64 | 19.56 |
| 2024-06-30 | $1.3k | 64 | 19.75 |
| 2024-03-31 | $1.0k | 64 | 15.94 |
| 2023-12-31 | $1.2k | 64 | 18.95 |
| 2023-09-30 | $1.1k | 64 | 16.77 |
| 2023-06-30 | $1.1k | 73 | 15.01 |
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