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Disclosery

Spahn Wealth & Retirement LLC: TLT position timeline

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

Spahn Wealth & Retirement LLC held 0 TLT shares at 2025-06-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -36,739 shares

    13F-HR 0001949033-25-000004 filed by Spahn Wealth & Retirement LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 36,739 shares
    Change vs previous 13F -142 shares

    2.45% of the 13F portfolio, value $3,344,351.

    13F-HR 0001949033-25-000005 filed by Spahn Wealth & Retirement LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 36,881 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $3,220,818.

    13F-HR 0001949033-25-000001 filed by Spahn Wealth & Retirement LLC
    Filed (acceptance time not in the bulk data set), ingested

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