LPTX β€” Healthcare Ventures LLC

Ownership history in TOMPKINS FINANCIAL CORP  Β·  16 quarters on record

AI Ownership Summary

TOMPKINS FINANCIAL CORP reported Healthcare Ventures LLC (LPTX) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows LPTX 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LPTX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TOMPKINS FINANCIAL CORP's position in Healthcare Ventures LLC, 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 Q1

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

High-water mark
Peak Conviction
0.0% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

How TOMPKINS FINANCIAL CORP held LPTX β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 120 β€” 0% 0.00% $95 2026-04-09 β€”
2025 Q4 UNCHANGED 120 β€” 0% 0.00% $139 2026-01-08 β€”
2025 Q3 UNCHANGED 120 β€” 0% 0.00% $54 2025-10-08 β€”
2025 Q2 UNCHANGED 120 β€” 0% 0.00% $36 2025-07-10 β€”
2025 Q1 UNCHANGED 120 β€” 0% 0.00% $37 2025-04-07 β€”
2024 Q4 UNCHANGED 120 β€” 0% 0.00% $345 2025-01-15 β€”
2024 Q3 UNCHANGED 120 β€” 0% 0.00% $308 2024-11-01 β€”
2024 Q2 UNCHANGED 120 β€” 0% 0.00% $235 2024-07-17 β€”
2024 Q1 UNCHANGED 120 β€” 0% 0.00% $319 2024-04-08 β€”
2023 Q4 UNCHANGED 120 β€” 0% 0.00% $497 2024-01-08 β€”
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About TOMPKINS FINANCIAL CORP and LPTX

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

How long has TOMPKINS FINANCIAL CORP reported owning LPTX?

TOMPKINS FINANCIAL CORP reported LPTX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LPTX position in TOMPKINS FINANCIAL CORP's portfolio?

The largest reported portfolio weight for LPTX was 0.00% in 2023 Q4.

What is the latest reported LPTX position on this page?

The most recent filing on this page is 2026 Q1, when TOMPKINS FINANCIAL CORP reported 120 shares, equal to 0.00% of portfolio, with an estimated market value of $95.

What does the chart on this LPTX ownership page compare?

The chart compares TOMPKINS FINANCIAL CORP's quarterly LPTX 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.

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