Global Wealth Strategies & Associates: TLT position timeline

Global Wealth Strategies & Associates held 4,870 TLT shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 4,870 shares

   Change vs previous 13F -3,048 shares

   0.07% of the 13F portfolio, value $378,756.

   13F-HR 0001912297-26-000005 filed by Global Wealth Strategies & Associates
   Accepted 2026-10-01 22:46:24 UTC, ingested 2026-10-06 10:18:46 UTC

2. period ended2026-06-30

   13F 7,918 shares

   Change vs previous 13F -7,496 shares

   0.13% of the 13F portfolio, value $684,235.

   13F-HR 0001912297-26-000003 filed by Global Wealth Strategies & Associates
   Filed 2026-07-01 (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).

3. period ended2026-03-31

   13F 15,414 shares

   Change vs previous 13F -60,579 shares

   0.33% of the 13F portfolio, value $1,336,252.

   13F-HR 0001912297-26-000002 filed by Global Wealth Strategies & Associates
   Filed 2026-04-03 (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).

4. period ended2025-12-31

   13F 75,993 shares

   Change vs previous 13F +5,245 shares

   1.65% of the 13F portfolio, value $6,623,551.

   13F-HR 0001912297-26-000001 filed by Global Wealth Strategies & Associates
   Filed 2026-01-02 (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).

5. period ended2025-09-30

   13F 70,748 shares

   Change vs previous 13F +3,029 shares

   1.63% of the 13F portfolio, value $6,322,728.

   13F-HR 0001912297-25-000006 filed by Global Wealth Strategies & Associates
   Filed 2025-10-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 67,719 shares

   Change vs previous 13F +1,758 shares

   1.71% of the 13F portfolio, value $5,976,176.

   13F-HR 0001912297-25-000004 filed by Global Wealth Strategies & Associates
   Filed 2025-07-07 (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).

7. period ended2025-03-31

   13F 65,961 shares

   Change vs previous 13F +6,835 shares

   1.82% of the 13F portfolio, value $6,004,397.

   13F-HR 0001912297-25-000003 filed by Global Wealth Strategies & Associates
   Filed 2025-04-02 (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).

8. period ended2024-12-31

   13F 59,126 shares

   Change vs previous 13F not available

   1.62% of the 13F portfolio, value $5,163,474.

   13F-HR 0001912297-25-000001 filed by Global Wealth Strategies & Associates
   Filed 2025-01-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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