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Disclosery

4WEALTH ADVISORS, INC.: TLT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 4WEALTH ADVISORS, INC. on TLT, newest first. How the timeline and the estimate are built.

4WEALTH ADVISORS, INC. held 29,571 TLT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 29,571 shares
    Change vs previous 13F +8,285 shares

    1.6% of the 13F portfolio, value $2,313,339.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 21,286 shares
    Change vs previous 13F +1,474 shares

    1.43% of the 13F portfolio, value $1,861,487.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 19,812 shares
    Change vs previous 13F -663 shares

    1.47% of the 13F portfolio, value $1,719,285.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 20,475 shares
    Change vs previous 13F +600 shares

    1.55% of the 13F portfolio, value $1,784,601.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 19,875 shares
    Change vs previous 13F +2,340 shares

    1.64% of the 13F portfolio, value $1,776,229.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 17,535 shares
    Change vs previous 13F -3,162 shares

    1.61% of the 13F portfolio, value $1,547,464.

    13F-HR 0001941040-25-000412 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 20,697 shares
    Change vs previous 13F +6,486 shares

    2.09% of the 13F portfolio, value $1,884,048.

    13F-HR 0001941040-25-000258 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 14,211 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $1,241,047.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).