Skip to content
Disclosery

Trace Wealth Advisors, LLC: TLTD position timeline

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

Trace Wealth Advisors, LLC held 13,150 TLTD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,150 shares
    Change vs previous 13F -282 shares

    0.84% of the 13F portfolio, value $1,289,702.

    13F-HR 0001172661-26-002857 filed by Trace Wealth Advisors, LLC
    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 13,432 shares
    Change vs previous 13F 0 shares

    0.95% of the 13F portfolio, value $1,262,443.

    13F-HR 0001172661-26-001853 filed by Trace Wealth Advisors, LLC
    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 13,432 shares
    Change vs previous 13F -300 shares

    0.9% of the 13F portfolio, value $1,245,549.

    13F-HR 0001172661-26-000702 filed by Trace Wealth Advisors, LLC
    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 13,732 shares
    Change vs previous 13F 0 shares

    0.91% of the 13F portfolio, value $1,218,510.

    13F-HR 0001172661-25-004589 filed by Trace Wealth Advisors, LLC
    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 13,732 shares
    Change vs previous 13F -108 shares

    0.94% of the 13F portfolio, value $1,146,064.

    13F-HR 0001172661-25-003538 filed by Trace Wealth Advisors, LLC
    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 13,840 shares
    Change vs previous 13F +478 shares

    0.92% of the 13F portfolio, value $1,035,398.

    13F-HR 0001172661-25-002188 filed by Trace Wealth Advisors, LLC
    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 13,362 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $920,485.

    13F-HR 0001172661-25-001111 filed by Trace Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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