SIMS INVESTMENT MANAGEMENT, LLC: TLT position timeline

SIMS INVESTMENT MANAGEMENT, LLC held 53,739 TLT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 53,739 shares

   Change vs previous 13F +7,181 shares

   1.3% of the 13F portfolio, value $4,179,831.

   13F-HR 0002053807-26-000007 filed by SIMS INVESTMENT MANAGEMENT, LLC
   Accepted 2026-10-13 17:22:59 UTC, ingested 2026-10-13 17:24:12 UTC

2. period ended2026-06-30

   13F 46,558 shares

   Change vs previous 13F +1,383 shares

   1.24% of the 13F portfolio, value $4,023,571.

   13F-HR 0002053807-26-000005 filed by SIMS INVESTMENT MANAGEMENT, LLC
   Filed 2026-07-21 (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).

3. period ended2026-03-31

   13F 45,175 shares

   Change vs previous 13F +4,950 shares

   1.44% of the 13F portfolio, value $3,916,240.

   13F-HR 0002053807-26-000004 filed by SIMS INVESTMENT MANAGEMENT, LLC
   Filed 2026-04-21 (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).

4. period ended2025-12-31

   13F 40,225 shares

   Change vs previous 13F +6,924 shares

   1.24% of the 13F portfolio, value $3,506,043.

   13F-HR 0002053807-26-000001 filed by SIMS INVESTMENT MANAGEMENT, LLC
   Filed 2026-01-16 (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).

5. period ended2025-09-30

   13F/A 33,301 shares

   Change vs previous 13F not available

   1.08% of the 13F portfolio, value $2,976,104.

   13F-HR/A 0002053807-26-000002 filed by SIMS INVESTMENT MANAGEMENT, LLC
   Filed 2026-01-16 (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).