Steadtrust LLC

Position in TIPT — Tiptree Inc.

CIK 2097595 ALLEN, TX

Position in TIPT

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$650,030

+$36,274 QoQ

Shares Held

36,274

0.0% QoQ

Ownership

0.097%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#54

of 139 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Steadtrust LLC holds $5,032,827 across 5 Asset Management names. TIPT ranks #3 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	20,003	$2,353,753
2	KKR	KKR & Co. Inc.	10,800	$991,224
3	TIPT	Tiptree Inc. This page	36,274	$650,030
4	NUV	Nuveen Municipal Value Fund Inc	66,000	$608,520
5	NXP	Nuveen Select Tax Free Income Portfolio	30,000	$429,300

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$650,030	36,274	0.0%	Shares	Sole	2026-07-09
2026-03-31	$613,756	36,274	0.0%	Shares	Sole	2026-04-15
2025-12-31	$662,725	36,274	+90.9%	Shares	Sole	2026-01-21
2025-09-30	$364,230	19,000	+35.7%	Shares	Sole	2026-01-21
2025-06-30	$330,120	14,000	—	Shares	Sole	2026-01-21
No filing history on record for this holder in this stock.