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GLOBALT Investments LLC / GA: TLT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GLOBALT Investments LLC / GA on TLT, newest first. How the timeline and the estimate are built.

GLOBALT Investments LLC / GA held 55,680 TLT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,680 shares
    Change vs previous 13F -1,325 shares

    0.16% of the 13F portfolio, value $4,811,866.

    13F-HR 0002085853-26-000974 filed by GLOBALT Investments LLC / GA
    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 57,005 shares
    Change vs previous 13F -27,414 shares

    0.18% of the 13F portfolio, value $4,941,763.

    13F-HR 0002085853-26-000597 filed by GLOBALT Investments LLC / GA
    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 84,419 shares
    Change vs previous 13F +30,544 shares

    0.27% of the 13F portfolio, value $7,357,960.

    13F-HR 0002085853-26-000207 filed by GLOBALT Investments LLC / GA
    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 53,875 shares
    Change vs previous 13F -4,350 shares

    0.18% of the 13F portfolio, value $4,814,809.

    13F-HR 0002085853-25-000087 filed by GLOBALT Investments LLC / GA
    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 58,225 shares
    Change vs previous 13F -7,850 shares

    0.2% of the 13F portfolio, value $5,138,356.

    13F-HR 0001667731-25-001023 filed by GLOBALT Investments LLC / GA
    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 66,075 shares
    Change vs previous 13F -8,360 shares

    0.25% of the 13F portfolio, value $6,014,807.

    13F-HR 0001667731-25-000602 filed by GLOBALT Investments LLC / GA
    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 74,435 shares
    Change vs previous 13F -3,465 shares

    0.25% of the 13F portfolio, value $6,500,409.

    13F-HR 0001667731-25-000233 filed by GLOBALT Investments LLC / GA
    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 77,900 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $7,641,990.

    13F-HR 0001951368-24-000003 filed by GLOBALT Investments LLC / GA
    Filed (acceptance time not in the bulk data set), ingested

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