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Certus Wealth Management, LLC: TLH position timeline

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

Certus Wealth Management, LLC held 31,268 TLH shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 31,268 shares
    Change vs previous 13F +6,379 shares

    1.93% of the 13F portfolio, value $3,220,291.

    13F-HR 0001765380-25-000447 filed by Certus 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 ended2025-06-30
    13F 24,889 shares
    Change vs previous 13F +5,926 shares

    1.63% of the 13F portfolio, value $2,528,722.

    13F-HR 0001765380-25-000265 filed by Certus 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 ended2025-03-31
    13F 18,963 shares
    Change vs previous 13F +16,935 shares

    1.28% of the 13F portfolio, value $1,884,353.

    13F-HR 0001765380-25-000223 filed by Certus 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 ended2024-12-31
    13F 2,028 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $205,315.

    13F-HR 0001765380-25-000072 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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