Generation Capital Management LLC: TBIL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Generation Capital Management LLC on TBIL, newest first. How the timeline and the estimate are built.
Generation Capital Management LLC held 251,388 TBIL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 251,388 sharesChange vs previous 13F -7,259 shares
7.69% of the 13F portfolio, value $12,534,206.
13F-HR 0001214659-26-010030 filed by Generation Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 258,647 sharesChange vs previous 13F -2,046 shares
9.42% of the 13F portfolio, value $12,896,139.
13F-HR 0001214659-26-005813 filed by Generation Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 260,693 sharesChange vs previous 13F +8,790 shares
8.43% of the 13F portfolio, value $13,003,367.
13F-HR 0001214659-26-001664 filed by Generation Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 251,903 sharesChange vs previous 13F -16,628 shares
9.12% of the 13F portfolio, value $12,595,150.
13F-HR 0001214659-25-016064 filed by Generation Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 268,531 sharesChange vs previous 13F +20,126 shares
10.62% of the 13F portfolio, value $13,425,207.
13F-HR 0001214659-25-011913 filed by Generation Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 248,405 sharesChange vs previous 13F +10,977 shares
11.19% of the 13F portfolio, value $12,422,734.
13F-HR 0001214659-25-007236 filed by Generation Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 237,428 sharesChange vs previous 13F not available
10.15% of the 13F portfolio, value $11,838,160.
13F-HR 0001214659-25-002527 filed by Generation Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).