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IPG Investment Advisors LLC: TLT position timeline

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

IPG Investment Advisors LLC held 94,381 TLT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,381 shares
    Change vs previous 13F +1,761 shares

    1.17% of the 13F portfolio, value $8,156,365.

    13F-HR 0001602237-26-000006 filed by IPG Investment Advisors 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 92,620 shares
    Change vs previous 13F +40,144 shares

    1.38% of the 13F portfolio, value $8,029,240.

    13F-HR 0001602237-26-000004 filed by IPG Investment Advisors 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 52,476 shares
    Change vs previous 13F +13,130 shares

    0.8% of the 13F portfolio, value $4,573,843.

    13F-HR 0001602237-26-000002 filed by IPG Investment Advisors 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 39,346 shares
    Change vs previous 13F -109 shares

    0.63% of the 13F portfolio, value $3,516,352.

    13F-HR 0001602237-25-000009 filed by IPG Investment Advisors 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 39,455 shares
    Change vs previous 13F +36,385 shares

    0.68% of the 13F portfolio, value $3,481,904.

    13F-HR 0001602237-25-000007 filed by IPG Investment Advisors 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 3,070 shares
    Change vs previous 13F +3,070 shares

    0.06% of the 13F portfolio, value $279,462.

    13F-HR 0001602237-25-000004 filed by IPG Investment Advisors 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 0 shares
    Change vs previous 13F -7,214 shares

    13F-HR 0001602237-25-000002 filed by IPG Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 7,214 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $707,693.

    13F-HR 0001602237-24-000008 filed by IPG Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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