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Clay Northam Wealth Management, LLC: TLT position timeline

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

Clay Northam Wealth Management, LLC held 28,055 TLT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 28,055 shares
    Change vs previous 13F -420 shares

    1.02% of the 13F portfolio, value $2,182,118.

    13F-HR 0001915687-26-000005 filed by Clay Northam Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 28,475 shares
    Change vs previous 13F -390 shares

    1.21% of the 13F portfolio, value $2,460,810.

    13F-HR 0001915687-26-000003 filed by Clay Northam 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 ended2026-03-31
    13F 28,865 shares
    Change vs previous 13F -609 shares

    1.41% of the 13F portfolio, value $2,502,307.

    13F-HR 0001915687-26-000002 filed by Clay Northam 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 ended2025-12-31
    13F 29,474 shares
    Change vs previous 13F -8,139 shares

    1.43% of the 13F portfolio, value $2,568,961.

    13F-HR 0001915687-26-000001 filed by Clay Northam 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 ended2025-09-30
    13F 37,613 shares
    Change vs previous 13F -123 shares

    1.92% of the 13F portfolio, value $3,361,436.

    13F-HR 0001915687-25-000002 filed by Clay Northam 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 ended2025-06-30
    13F 37,736 shares
    Change vs previous 13F -784 shares

    2.13% of the 13F portfolio, value $3,330,239.

    13F-HR 0001085146-25-003896 filed by Clay Northam 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 ended2025-03-31
    13F 38,520 shares
    Change vs previous 13F +100 shares

    2.45% of the 13F portfolio, value $3,506,505.

    13F-HR 0001085146-25-002329 filed by Clay Northam 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 ended2024-12-31
    13F 38,420 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $3,355,219.

    13F-HR 0001085146-25-000478 filed by Clay Northam Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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