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AFFINITY WEALTH MANAGEMENT LLC: TLT position timeline

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

AFFINITY WEALTH MANAGEMENT LLC held 0 TLT shares at 2026-03-31 per its 13F-HR filed 2026-04-10.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -289,870 shares

    13F-HR 0001951757-26-000583 filed by AFFINITY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 289,870 shares
    Change vs previous 13F +7,325 shares

    3.59% of the 13F portfolio, value $25,265,085.

    13F-HR 0001951757-26-000157 filed by AFFINITY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 282,545 shares
    Change vs previous 13F +454 shares

    3.7% of the 13F portfolio, value $25,251,063.

    13F-HR 0001951757-25-001278 filed by AFFINITY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 282,091 shares
    Change vs previous 13F not available

    3.98% of the 13F portfolio, value $24,894,547.

    13F-HR 0001951757-25-000835 filed by AFFINITY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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