Filing Research | TSBK - TIMBERLAND BANCORP INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

13 / 13 loaded

#		Instrument	quantity
1	180 WEALTH ADVISORS, LLC	Shares	10.0KSH	$448.1K
2	Sequoia Financial Advisors, LLC	Shares	5.3KSH	$237.8K
3	Police & Firemen's Retirement System of New Jersey	Shares	2.4KSH	$109.7K
4	SIGNATUREFD, LLC	Shares	2.0KSH	$89.6K
5	Versant Capital Management, Inc	Shares	334SH	$15.0K
6	GAMMA Investing LLC	Shares	181SH	$8.1K
7	EverSource Wealth Advisors, LLC	Shares	66SH	$3.0K
8	MassMutual Private Wealth & Trust, FSB	Shares	66SH	$3.0K
9	IFP Advisors, Inc	Shares	38SH	$1.7K
10	Farther Finance Advisors, LLC	Shares	13SH	$582
11	True Wealth Design, LLC	Shares	9SH	$404
12	Fortitude Family Office, LLC	Shares	4SH	$179
13	SJS Investment Consulting Inc.	Shares	2SH	$90

Manager changes2026-06-30 vs 2026-03-31

13 / 13 loaded

#		Instrument
1	Sequoia Financial Advisors, LLC new	Shares	+5.3K	+$237.8K	$237.8K
2	180 WEALTH ADVISORS, LLC unchanged	Shares	0	+$53.8K	$448.1K
3	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$13.2K	$109.7K
4	SIGNATUREFD, LLC unchanged	Shares	0	+$10.8K	$89.6K
5	Versant Capital Management, Inc unchanged	Shares	0	+$1.8K	$15.0K
6	IFP Advisors, Inc added	Shares	+32	+$1.5K	$1.7K
7	GAMMA Investing LLC unchanged	Shares	0	+$974	$8.1K
8	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$355	$3.0K
9	Farther Finance Advisors, LLC added	Shares	+3	+$179	$582
10	Fortitude Family Office, LLC new	Shares	+4	+$179	$179
11	True Wealth Design, LLC added	Shares	+1	+$88	$404
12	SJS Investment Consulting Inc. unchanged	Shares	0	+$11	$90
13	EverSource Wealth Advisors, LLC trimmed	Shares	-456	-$17.6K	$3.0K

Filing Research | TSBK - TIMBERLAND BANCORP INC Institutional Holdings