GILPIN WEALTH MANAGEMENT, LLC PIPR — PIPER SANDLER COMPANIES

Ownership history in GILPIN WEALTH MANAGEMENT, LLC  ·  4 quarters on record

AI Ownership Summary

GILPIN WEALTH MANAGEMENT, LLC reported PIPER SANDLER COMPANIES (PIPR) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. The latest visible filing shows PIPR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PIPR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GILPIN WEALTH MANAGEMENT, LLC's position in PIPER SANDLER COMPANIES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

PIPR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PIPR stock page GILPIN WEALTH MANAGEMENT, LLC fund profile GILPIN WEALTH MANAGEMENT, LLC full holdings
How GILPIN WEALTH MANAGEMENT, LLC held PIPR — position size vs. price
% of Fund (quarterly)    PIPR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 10 +4 +66.7% 0.00% $660 2026-10-09 $65.28
2026 Q2 REDUCED 25.0% -0.6% ✅ 6 -2 -25.0% 0.00% $435 2026-07-24 $75.89
2026 Q1 ADDED — — — 8 +7 +700.0% 0.00% $613 2026-04-21 $90.76
2025 Q4 INITIATED — — — 1 — — 0.00% $340 2026-02-11 $83.40

🏢 Other funds also holding PIPR

As of 2026 Q3 — sorted by position size

Investors Research Corp 3Y 7Y 0.02% MJT & Associates Financial Advisory Group, Inc. 0.01% Dakota Community Bank & Trust NA 3Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.01% GAMMA Investing LLC 0.0% Farther Finance Advisors, LLC 3Y 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0% Davis Capital Management 3Y 0.0% Marquette Asset Management, LLC 3Y 7Y 0.0% CoreCap Advisors, LLC 3Y 0.0%

FAQ About GILPIN WEALTH MANAGEMENT, LLC and PIPR

These are the practical questions this page is built to answer before you even open the full history table.

How long has GILPIN WEALTH MANAGEMENT, LLC reported owning PIPR?

GILPIN WEALTH MANAGEMENT, LLC reported PIPR across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported PIPR position in GILPIN WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for PIPR was 0.00% in 2026 Q1.

What is the latest reported PIPR position on this page?

The most recent filing on this page is 2026 Q3, when GILPIN WEALTH MANAGEMENT, LLC reported 10 shares, equal to 0.00% of portfolio, with an estimated market value of $660.

What does the chart on this PIPR ownership page compare?

The chart compares GILPIN WEALTH MANAGEMENT, LLC's quarterly PIPR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GILPIN WEALTH MANAGEMENT, LLC time their PIPR position?

Based on 13F filing dates vs. subsequent PIPR price moves, GILPIN WEALTH MANAGEMENT, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on PIPR relative to SPY over the holding period was -42.6%.

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