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Disclosery

GDS Wealth Management: TLT position timeline

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

GDS Wealth Management held 12,140 TLT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,140 shares
    Change vs previous 13F -836 shares

    0.05% of the 13F portfolio, value $1,049,139.

    13F-HR 0001940869-26-000003 filed by GDS Wealth Management
    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 12,976 shares
    Change vs previous 13F +3 shares

    0.07% of the 13F portfolio, value $1,124,889.

    13F-HR 0001940869-26-000002 filed by GDS Wealth Management
    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 12,973 shares
    Change vs previous 13F -1,176 shares

    0.07% of the 13F portfolio, value $1,130,727.

    13F-HR 0001940869-26-000001 filed by GDS Wealth Management
    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 14,149 shares
    Change vs previous 13F -680 shares

    0.08% of the 13F portfolio, value $1,264,496.

    13F-HR 0001940869-25-000003 filed by GDS Wealth Management
    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 14,829 shares
    Change vs previous 13F -4,254 shares

    0.1% of the 13F portfolio, value $1,308,659.

    13F-HR 0001221073-25-000074 filed by GDS Wealth Management
    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 19,083 shares
    Change vs previous 13F -10,832 shares

    0.15% of the 13F portfolio, value $1,737,125.

    13F-HR 0001221073-25-000055 filed by GDS Wealth Management
    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 29,915 shares
    Change vs previous 13F -14,536 shares

    0.24% of the 13F portfolio, value $2,612,477.

    13F-HR 0001221073-25-000013 filed by GDS Wealth Management
    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 44,451 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $4,360,643.

    13F-HR 0001221073-24-000097 filed by GDS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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