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Disclosery

Erickson Financial Group, LLC: TLT position timeline

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

Erickson Financial Group, LLC held 28,805 TLT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,805 shares
    Change vs previous 13F -36 shares

    1.33% of the 13F portfolio, value $2,489,328.

    13F-HR 0001951757-26-001068 filed by Erickson Financial Group, 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 28,841 shares
    Change vs previous 13F -6 shares

    1.57% of the 13F portfolio, value $2,500,226.

    13F-HR 0001951757-26-000542 filed by Erickson Financial Group, 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 28,847 shares
    Change vs previous 13F -510 shares

    1.54% of the 13F portfolio, value $2,514,305.

    13F-HR 0001951757-26-000237 filed by Erickson Financial Group, 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 29,357 shares
    Change vs previous 13F -725 shares

    1.65% of the 13F portfolio, value $2,623,635.

    13F-HR 0001951757-25-001223 filed by Erickson Financial Group, 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 30,082 shares
    Change vs previous 13F -225 shares

    1.79% of the 13F portfolio, value $2,654,736.

    13F-HR 0001951757-25-001069 filed by Erickson Financial Group, 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 30,307 shares
    Change vs previous 13F -176 shares

    2.06% of the 13F portfolio, value $2,758,846.

    13F-HR 0001951757-25-000366 filed by Erickson Financial Group, 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 30,483 shares
    Change vs previous 13F -187 shares

    1.89% of the 13F portfolio, value $2,662,080.

    13F-HR 0001951757-25-000155 filed by Erickson Financial Group, 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 30,670 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $3,008,727.

    13F-HR 0001951757-24-001191 filed by Erickson Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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