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BROWN WEALTH MANAGEMENT, LLC: TLT position timeline

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

BROWN WEALTH MANAGEMENT, LLC held 82,196 TLT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,196 shares
    Change vs previous 13F +7,218 shares

    1.59% of the 13F portfolio, value $7,103,372.

    13F-HR 0001104659-26-084985 filed by BROWN 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 74,978 shares
    Change vs previous 13F +2,967 shares

    1.67% of the 13F portfolio, value $6,499,844.

    13F-HR 0001104659-26-041337 filed by BROWN 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 72,011 shares
    Change vs previous 13F +37,677 shares

    1.65% of the 13F portfolio, value $6,276,520.

    13F-HR 0001104659-26-011332 filed by BROWN 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 34,334 shares
    Change vs previous 13F +4,658 shares

    0.86% of the 13F portfolio, value $3,068,437.

    13F-HR 0001104659-25-106232 filed by BROWN 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 29,676 shares
    Change vs previous 13F -211 shares

    0.81% of the 13F portfolio, value $2,618,917.

    13F-HR 0001104659-25-076161 filed by BROWN 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 29,887 shares
    Change vs previous 13F -25,120 shares

    0.94% of the 13F portfolio, value $2,720,642.

    13F-HR 0001104659-25-045390 filed by BROWN WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 55,007 shares
    Change vs previous 13F +29,917 shares

    1.7% of the 13F portfolio, value $4,803,758.

    13F-HR 0001104659-25-013070 filed by BROWN WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 25,090 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $2,461,291.

    13F-HR 0001104659-24-118521 filed by BROWN WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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