Tiller Private Wealth, Inc.

Position in AI — C3.ai, Inc.

CIK 1663649 BETHLEHEM, PA

Position in AI

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$1,869,997

-$1,123,776 QoQ

Shares Held

222,090

0.0% QoQ

Ownership

0.143%

of shares outstanding

% of Portfolio

1.87%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

16 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Tiller Private Wealth, Inc. holds $2,405,262 across 2 Software - Infrastructure names. AI ranks #1 (77.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AI	C3.ai, Inc. This page	222,090	$1,869,997
2	MSFT	Microsoft Corp	1,446	$535,265

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,869,997	222,090	0.0%	Shares	Sole	2026-04-23
2025-12-31	$2,993,773	222,090	+3.0%	Shares	Sole	2026-01-14
2025-09-30	$3,739,995	215,686	0.0%	Shares	Sole	2025-10-22
2025-06-30	$5,299,405	215,686	+113.3%	Shares	Sole	2025-07-17
2024-06-30	$2,928,637	101,127	0.0%	Shares	Sole	2024-07-19
2024-03-31	$2,737,507	101,127	0.0%	Shares	Sole	2024-05-06
2023-12-31	$2,903,356	101,127	0.0%	Shares	Sole	2024-01-31
2023-09-30	$2,580,761	101,127	0.0%	Shares	Sole	2023-11-03
2023-06-30	$3,684,056	101,127	0.0%	Shares	Sole	2023-08-10
2023-03-31	$3,394,833	101,127	0.0%	Shares	Sole	2023-05-03
2022-12-31	$1,131,611	101,127	0.0%	Shares	Sole	2023-01-25
2022-09-30	$1,264,087	101,127	0.0%	Shares	Sole	2022-10-18
2022-06-30	$1,846,579	101,127	0.0%	Shares	Sole	2022-07-13
2022-03-31	$2,295,582	101,127	0.0%	Shares	Sole	2022-04-29
2021-12-31	$3,160,218	101,127	0.0%	Shares	Sole	2022-01-26
2021-09-30	$4,686,225	101,127	—	Shares	Sole	2021-10-15
No filing history on record for this holder in this stock.