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Hoxton Planning & Management, LLC: TLT position timeline

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

Hoxton Planning & Management, LLC held 17,899 TLT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,899 shares
    Change vs previous 13F -2,115 shares

    0.4% of the 13F portfolio, value $1,546,821.

    13F-HR 0001954782-26-000007 filed by Hoxton Planning & Management, LLC
    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 20,014 shares
    Change vs previous 13F -496 shares

    0.52% of the 13F portfolio, value $1,735,047.

    13F-HR 0001954782-26-000002 filed by Hoxton Planning & Management, LLC
    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 20,510 shares
    Change vs previous 13F +1,445 shares

    0.53% of the 13F portfolio, value $1,787,685.

    13F-HR 0001954782-26-000001 filed by Hoxton Planning & Management, LLC
    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 19,065 shares
    Change vs previous 13F -144 shares

    0.55% of the 13F portfolio, value $1,703,873.

    13F-HR 0001954782-25-000009 filed by Hoxton Planning & Management, LLC
    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 19,209 shares
    Change vs previous 13F +2,553 shares

    0.59% of the 13F portfolio, value $1,695,228.

    13F-HR 0001954782-25-000006 filed by Hoxton Planning & Management, LLC
    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 16,656 shares
    Change vs previous 13F -4,692 shares

    0.58% of the 13F portfolio, value $1,516,230.

    13F-HR 0001954782-25-000005 filed by Hoxton Planning & Management, LLC
    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 21,348 shares
    Change vs previous 13F +524 shares

    0.71% of the 13F portfolio, value $1,864,282.

    13F-HR 0001954782-25-000008 filed by Hoxton Planning & Management, LLC
    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 20,824 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,042,814.

    13F-HR 0001954782-24-000005 filed by Hoxton Planning & Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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