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Value Aligned Research Advisors, LLC: TLN position timeline

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

Value Aligned Research Advisors, LLC held 17,716 TLN shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,716 shares
    Change vs previous 13F -51,987 shares

    0.04% of the 13F portfolio, value $6,807,550.

    13F-HR 0001963565-26-000005 filed by Value Aligned Research 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 69,703 shares
    Change vs previous 13F -87,644 shares

    0.26% of the 13F portfolio, value $22,251,289.

    13F-HR 0001963565-26-000003 filed by Value Aligned Research 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 157,347 shares
    Change vs previous 13F -287,692 shares

    1.21% of the 13F portfolio, value $58,979,949.

    13F-HR 0001963565-26-000002 filed by Value Aligned Research 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/A 445,039 shares
    Change vs previous 13F +68,611 shares

    4.37% of the 13F portfolio, value $189,310,690.

    13F-HR/A 0001963565-25-000005 filed by Value Aligned Research 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 376,428 shares
    Change vs previous 13F +25,635 shares

    4.89% of the 13F portfolio, value $109,453,970.

    13F-HR 0001085146-25-005297 filed by Value Aligned Research 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 350,793 shares
    Change vs previous 13F not available

    5.69% of the 13F portfolio, value $70,042,838.

    13F-HR 0001085146-25-003278 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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