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Disclosery

Bay Harbor Wealth Management, LLC: TLH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bay Harbor Wealth Management, LLC on TLH, newest first. How the timeline and the estimate are built.

Bay Harbor Wealth Management, LLC held 61,156 TLH shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,156 shares
    Change vs previous 13F -10,990 shares

    1.42% of the 13F portfolio, value $6,137,005.

    13F-HR 0001437749-26-024588 filed by Bay Harbor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 72,146 shares
    Change vs previous 13F -207 shares

    1.88% of the 13F portfolio, value $7,266,545.

    13F-HR 0001437749-26-012214 filed by Bay Harbor 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 ended2025-12-31
    13F 72,353 shares
    Change vs previous 13F -1,495 shares

    1.92% of the 13F portfolio, value $7,356,129.

    13F-HR 0001437749-26-002665 filed by Bay Harbor 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 ended2025-09-30
    13F 73,848 shares
    Change vs previous 13F +11,375 shares

    2.05% of the 13F portfolio, value $7,605,605.

    13F-HR 0001437749-25-030755 filed by Bay Harbor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 62,473 shares
    Change vs previous 13F +20,439 shares

    1.84% of the 13F portfolio, value $6,347,256.

    13F-HR 0001437749-25-023183 filed by Bay Harbor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 42,034 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $4,361,027.

    13F-HR 0001437749-25-016075 filed by Bay Harbor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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