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DKM Wealth Management, Inc.: TLT position timeline

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

DKM Wealth Management, Inc. held 48,509 TLT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 48,509 shares
    Change vs previous 13F +20,806 shares

    2.39% of the 13F portfolio, value $3,773,001.

    13F-HR 0001085146-26-000874 filed by DKM Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 27,703 shares
    Change vs previous 13F -2,729 shares

    1.57% of the 13F portfolio, value $2,394,088.

    13F-HR 0002055833-26-000006 filed by DKM Wealth Management, Inc.
    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 30,432 shares
    Change vs previous 13F +15,462 shares

    1.9% of the 13F portfolio, value $2,638,151.

    13F-HR 0002055833-26-000002 filed by DKM Wealth Management, Inc.
    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 14,970 shares
    Change vs previous 13F -7,592 shares

    0.97% of the 13F portfolio, value $1,304,786.

    13F-HR 0002055833-26-000001 filed by DKM Wealth Management, Inc.
    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 22,562 shares
    Change vs previous 13F -15,293 shares

    1.62% of the 13F portfolio, value $2,016,366.

    13F-HR 0001085146-25-005911 filed by DKM Wealth Management, Inc.
    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 37,855 shares
    Change vs previous 13F +20,776 shares

    2.88% of the 13F portfolio, value $3,340,704.

    13F-HR 0001085146-25-003872 filed by DKM Wealth Management, Inc.
    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/A 17,079 shares
    Change vs previous 13F -5,430 shares

    1.51% of the 13F portfolio, value $1,554,702.

    13F-HR 0001085146-25-002066 filed by DKM Wealth Management, Inc.
    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 22,509 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $1,965,711.

    13F-HR 0001085146-25-001095 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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