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Watts Gwilliam & Co., LLC: TLT position timeline

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

Watts Gwilliam & Co., LLC held 44,350 TLT shares at 2025-09-30 per its 13F-HR filed 2025-11-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 44,350 shares
    Change vs previous 13F -1,000 shares

    0.64% of the 13F portfolio, value $3,963,574.

    13F-HR 0001657733-25-000006 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 45,350 shares
    Change vs previous 13F -7,387 shares

    0.66% of the 13F portfolio, value $4,044,781.

    13F-HR 0001657733-25-000004 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 52,737 shares
    Change vs previous 13F -1,182 shares

    1.04% of the 13F portfolio, value $4,800,640.

    13F-HR 0001657733-25-000002 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 53,919 shares
    Change vs previous 13F -4,021 shares

    0.98% of the 13F portfolio, value $4,632,730.

    13F-HR 0001657733-25-000001 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 57,940 shares
    Change vs previous 13F +14,167 shares

    1.2% of the 13F portfolio, value $5,503,754.

    13F-HR 0001657733-24-000005 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 43,773 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $3,977,194.

    13F-HR 0001657733-24-000002 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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