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Disclosery

Lewis Asset Management, LLC: TLT position timeline

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

Lewis Asset Management, LLC held 5,408 TLT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,408 shares
    Change vs previous 13F +6 shares

    0.16% of the 13F portfolio, value $467,338.

    13F-HR 0002004520-26-000003 filed by Lewis Asset 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 5,402 shares
    Change vs previous 13F -371 shares

    0.19% of the 13F portfolio, value $468,295.

    13F-HR 0002004520-26-000002 filed by Lewis Asset 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 5,773 shares
    Change vs previous 13F -839 shares

    0.2% of the 13F portfolio, value $503,207.

    13F-HR 0002004520-26-000001 filed by Lewis Asset 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 6,612 shares
    Change vs previous 13F -20 shares

    0.24% of the 13F portfolio, value $590,937.

    13F-HR 0002004520-25-000009 filed by Lewis Asset 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 6,632 shares
    Change vs previous 13F -1,308 shares

    0.28% of the 13F portfolio, value $585,235.

    13F-HR 0002004520-25-000007 filed by Lewis Asset 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 7,940 shares
    Change vs previous 13F -2,776 shares

    0.6% of the 13F portfolio, value $722,822.

    13F-HR 0002004520-25-000006 filed by Lewis Asset 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 10,716 shares
    Change vs previous 13F +2,365 shares

    0.71% of the 13F portfolio, value $935,850.

    13F-HR 0002004520-25-000002 filed by Lewis Asset 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 8,351 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $819,256.

    13F-HR 0002004520-24-000006 filed by Lewis Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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