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Spectrum Planning & Advisory Services Inc.: TLT position timeline

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

Spectrum Planning & Advisory Services Inc. held 18,486 TLT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,486 shares
    Change vs previous 13F -16,914 shares

    0.71% of the 13F portfolio, value $1,597,591.

    13F-HR 0001951757-26-000996 filed by Spectrum Planning & Advisory Services 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 35,400 shares
    Change vs previous 13F +8,863 shares

    1.52% of the 13F portfolio, value $3,068,838.

    13F-HR 0001951757-26-000622 filed by Spectrum Planning & Advisory Services 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 26,537 shares
    Change vs previous 13F +7,092 shares

    1.19% of the 13F portfolio, value $2,312,989.

    13F-HR 0001951757-26-000414 filed by Spectrum Planning & Advisory Services 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 19,445 shares
    Change vs previous 13F +14,384 shares

    0.98% of the 13F portfolio, value $1,737,798.

    13F-HR 0001951757-25-001413 filed by Spectrum Planning & Advisory Services 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 5,061 shares
    Change vs previous 13F -8,006 shares

    0.29% of the 13F portfolio, value $446,634.

    13F-HR 0001951757-25-000836 filed by Spectrum Planning & Advisory Services 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 13,067 shares
    Change vs previous 13F -688 shares

    0.99% of the 13F portfolio, value $1,189,445.

    13F-HR 0001951757-25-000398 filed by Spectrum Planning & Advisory Services 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 13,755 shares
    Change vs previous 13F -2,557 shares

    1.04% of the 13F portfolio, value $1,201,182.

    13F-HR 0001951757-25-000096 filed by Spectrum Planning & Advisory Services Inc.
    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 16,312 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $1,600,185.

    13F-HR 0001951757-24-001186 filed by Spectrum Planning & Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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