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BCU Wealth Advisors, LLC: TLH position timeline

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

BCU Wealth Advisors, LLC held 16,338 TLH shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,338 shares
    Change vs previous 13F -3,296 shares

    0.54% of the 13F portfolio, value $1,639,515.

    13F-HR 0002085853-26-000728 filed by BCU Wealth Advisors, 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 19,634 shares
    Change vs previous 13F +341 shares

    0.74% of the 13F portfolio, value $1,977,577.

    13F-HR 0002085853-26-000432 filed by BCU Wealth Advisors, 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 19,293 shares
    Change vs previous 13F -142 shares

    0.75% of the 13F portfolio, value $1,961,484.

    13F-HR 0002085853-26-000157 filed by BCU Wealth Advisors, 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 19,435 shares
    Change vs previous 13F +3,569 shares

    0.81% of the 13F portfolio, value $2,001,652.

    13F-HR 0002085853-25-000102 filed by BCU Wealth Advisors, 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 15,866 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,611,989.

    13F-HR 0001667731-25-000866 filed by BCU Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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