Navigation Wealth Management, Inc.: TLT position timeline

Navigation Wealth Management, Inc. held 6,802 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 6,802 shares

   Change vs previous 13F +311 shares

   0.81% of the 13F portfolio, value $587,859.

   13F-HR 0001839930-26-000003 filed by Navigation Wealth Management, Inc.
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 6,491 shares

   Change vs previous 13F +3,302 shares

   2.03% of the 13F portfolio, value $562,735.

   13F-HR 0001839930-26-000002 filed by Navigation Wealth Management, Inc.
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 3,189 shares

   Change vs previous 13F +479 shares

   0.41% of the 13F portfolio, value $277,983.

   13F-HR 0001839930-26-000001 filed by Navigation Wealth Management, Inc.
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 2,710 shares

   Change vs previous 13F -55,421 shares

   0.36% of the 13F portfolio, value $242,166.

   13F-HR 0001839930-25-000002 filed by Navigation Wealth Management, Inc.
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 58,131 shares

   Change vs previous 13F not available

   7.55% of the 13F portfolio, value $5,130,061.

   13F-HR 0001085146-25-003696 filed by Navigation Wealth Management, Inc.
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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