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Savvy Advisors, Inc.: TLT position timeline

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

Savvy Advisors, Inc. held 14,591 TLT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,591 shares
    Change vs previous 13F -2,566 shares

    0.03% of the 13F portfolio, value $1,260,936.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 17,157 shares
    Change vs previous 13F +211 shares

    0.04% of the 13F portfolio, value $1,487,366.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, Inc.
    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 16,946 shares
    Change vs previous 13F +7,141 shares

    0.05% of the 13F portfolio, value $1,477,001.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, Inc.
    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 9,805 shares
    Change vs previous 13F -1,347 shares

    0.04% of the 13F portfolio, value $876,286.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, Inc.
    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 11,152 shares
    Change vs previous 13F -5,074 shares

    0.07% of the 13F portfolio, value $984,172.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, Inc.
    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 16,226 shares
    Change vs previous 13F +6,841 shares

    0.15% of the 13F portfolio, value $1,477,053.

    13F-HR 0002003633-25-000004 filed by Savvy Advisors, Inc.
    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 9,385 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $819,592.

    13F-HR 0002003633-25-000002 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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