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Disclosery

MA Private Wealth: TLT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MA Private Wealth on TLT, newest first. How the timeline and the estimate are built.

MA Private Wealth held 25,017 TLT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,017 shares
    Change vs previous 13F -4,888 shares

    0.32% of the 13F portfolio, value $2,161,969.

    13F-HR 0001765380-26-000229 filed by MA Private Wealth
    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 29,905 shares
    Change vs previous 13F -3,541 shares

    0.44% of the 13F portfolio, value $2,592,464.

    13F-HR 0001765380-26-000186 filed by MA Private Wealth
    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 33,446 shares
    Change vs previous 13F -764 shares

    0.49% of the 13F portfolio, value $2,915,153.

    13F-HR 0001765380-26-000061 filed by MA Private Wealth
    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 34,210 shares
    Change vs previous 13F -1,313 shares

    0.51% of the 13F portfolio, value $3,057,348.

    13F-HR 0001765380-25-000437 filed by MA Private Wealth
    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 35,523 shares
    Change vs previous 13F +229 shares

    0.56% of the 13F portfolio, value $3,134,905.

    13F-HR 0001765380-25-000263 filed by MA Private Wealth
    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 35,294 shares
    Change vs previous 13F +27,256 shares

    0.6% of the 13F portfolio, value $3,212,813.

    13F-HR 0001765380-25-000158 filed by MA Private Wealth
    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 8,038 shares
    Change vs previous 13F +1,692 shares

    0.13% of the 13F portfolio, value $701,959.

    13F-HR 0001765380-25-000012 filed by MA Private Wealth
    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 6,346 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $622,543.

    13F-HR 0001765380-24-000399 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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