AllGen Financial Advisors, Inc.: TLT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AllGen Financial Advisors, Inc. on TLT, newest first. How the timeline and the estimate are built.
AllGen Financial Advisors, Inc. held 0 TLT shares at 2026-03-31 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -18,941 shares
13F-HR 0002085853-26-000745 filed by AllGen Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 18,941 sharesChange vs previous 13F -19,712 shares
0.39% of the 13F portfolio, value $1,650,885.
13F-HR 0001705819-26-000011 filed by AllGen Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 38,653 sharesChange vs previous 13F +38,653 shares
0.85% of the 13F portfolio, value $3,454,396.
13F-HR 0001705819-25-000070 filed by AllGen Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -11,713 shares
13F-HR 0001705819-25-000022 filed by AllGen Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 11,713 sharesChange vs previous 13F not available
0.37% of the 13F portfolio, value $1,149,000.
13F-HR 0001705819-24-000058 filed by AllGen Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).