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Disclosery

Financial Advisory Group: TLT position timeline

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

Financial Advisory Group held 28,313 TLT shares at 2024-03-31 per its 13F-HR filed 2024-05-10.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 28,313 shares
    Change vs previous 13F -2,087 shares

    0.47% of the 13F portfolio, value $2,678,976.

    13F-HR 0001539338-24-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-12-31
    13F 30,400 shares
    Change vs previous 13F -3,165 shares

    0.57% of the 13F portfolio, value $3,005,952.

    13F-HR 0001539338-24-000002 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 33,565 shares
    Change vs previous 13F +7,461 shares

    0.61% of the 13F portfolio, value $2,976,880.

    13F-HR 0001539338-23-000009 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 26,104 shares
    Change vs previous 13F +12,609 shares

    0.53% of the 13F portfolio, value $2,687,146.

    13F-HR 0001539338-23-000006 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 13,495 shares
    Change vs previous 13F +2,312 shares

    0.29% of the 13F portfolio, value $1,435,463.

    13F-HR 0001539338-23-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-12-31
    13F 11,183 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,113,000.

    13F-HR 0001539338-23-000001 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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