FORM Wealth Advisors, LLC: TLT position timeline

FORM Wealth Advisors, LLC held 179,900 TLT shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 179,900 shares

   Change vs previous 13F -65,264 shares

   1.71% of the 13F portfolio, value $15,546,969.

   13F-HR 0002085853-26-000683 filed by FORM Wealth Advisors, LLC
   Filed 2026-07-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 245,164 shares

   Change vs previous 13F +98,487 shares

   2.49% of the 13F portfolio, value $21,253,281.

   13F-HR 0002085853-26-000363 filed by FORM Wealth Advisors, LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 146,677 shares

   Change vs previous 13F -2,070 shares

   1.5% of the 13F portfolio, value $12,784,373.

   13F-HR 0002085853-26-000123 filed by FORM Wealth Advisors, LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-06-30

   13F 148,747 shares

   Change vs previous 13F +48,550 shares

   1.59% of the 13F portfolio, value $13,126,883.

   13F-HR 0001667731-25-000840 filed by FORM Wealth Advisors, LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 100,197 shares

   Change vs previous 13F not available

   1.24% of the 13F portfolio, value $9,120,891.

   13F-HR 0001667731-25-000490 filed by FORM Wealth Advisors, LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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