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Livermore
Livermore
ZHEN

Rise Advisors, LLC

SEC CIK
0001831316
Latest filing
Jul 10, 2026

TMP holding history

Tompkins Financial Corp in every 13F filed by Rise Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TMP overviewAll 13F holders of TMPFull Q2 2026 holdings

Shares (Q2 2026)
11,631
Value
$1.10M
% of portfolio
0.3%
Quarters held
19
Since Q4 2021
Holdings of TMP by Rise Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,631$1.10M0.3%+10.0%AddedHolders
Q1 202611,630$919.7K0.3%−1,499−11.4%ReducedHolders
Q4 202513,129$952.1K0.3%−2,985−18.5%ReducedHolders
Q3 202516,114$1.07M0.4%−18−0.1%ReducedHolders
Q2 202516,132$1.01M0.4%+60.0%AddedHolders
Q1 202516,126$1.02M0.4%+322+2.0%AddedHolders
Q4 202415,804$1.07M0.5%−8−0.1%ReducedHolders
Q3 202415,812$913.8K0.4%−10−0.1%ReducedHolders
Q2 202415,822$773.7K0.4%−50.0%ReducedHolders
Q1 202415,827$795.9K0.4%−10−0.1%ReducedHolders
Q4 202315,837$953.8K0.7%−50.0%ReducedHolders
Q3 202315,842$776.1K0.6%−10−0.1%ReducedHolders
Q2 202315,852$882.9K0.7%00.0%UnchangedHolders
Q1 202315,852$1.05M0.8%−12−0.1%ReducedHolders
Q4 202215,864$1.23M1.0%−11−0.1%ReducedHolders
Q3 202215,875$1.15M1.0%−70.0%ReducedHolders
Q2 202215,882$1.15M1.2%−8−0.1%ReducedHolders
Q1 202215,890$1.24M1.1%−30.0%ReducedHolders
Q4 202115,893$1.33M1.3%–No prior filingHolders