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Clear Retirement Advice LLC: TBLL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clear Retirement Advice LLC on TBLL, newest first. How the timeline and the estimate are built.

Clear Retirement Advice LLC held 121,931 TBLL shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 121,931 shares
    Change vs previous 13F +9,380 shares

    8.81% of the 13F portfolio, value $12,872,257.

    13F-HR 0002112984-26-000003 filed by Clear Retirement Advice 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 112,551 shares
    Change vs previous 13F +645 shares

    9.33% of the 13F portfolio, value $11,879,794.

    13F-HR 0002112984-26-000002 filed by Clear Retirement Advice 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 111,906 shares
    Change vs previous 13F not available

    9.2% of the 13F portfolio, value $11,824,005.

    13F-HR 0002112984-26-000001 filed by Clear Retirement Advice LLC
    Filed (acceptance time not in the bulk data set), ingested

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