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Disclosery

Wells Financial Advisors INC: TLH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wells Financial Advisors INC on TLH, newest first. How the timeline and the estimate are built.

Wells Financial Advisors INC held 2,305 TLH shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,305 shares
    Change vs previous 13F -721 shares

    2.15% of the 13F portfolio, value $231,307.

    13F-HR 0001844454-26-000004 filed by Wells Financial Advisors 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 3,026 shares
    Change vs previous 13F -6,245 shares

    1.39% of the 13F portfolio, value $304,779.

    13F-HR 0001844454-26-000003 filed by Wells Financial Advisors 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 9,271 shares
    Change vs previous 13F -3,510 shares

    1.79% of the 13F portfolio, value $942,583.

    13F-HR 0001844454-26-000001 filed by Wells Financial Advisors 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 12,781 shares
    Change vs previous 13F +11,946 shares

    1.76% of the 13F portfolio, value $1,316,315.

    13F-HR 0001844454-25-000007 filed by Wells Financial Advisors 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 835 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $84,836.

    13F-HR 0001844454-25-000005 filed by Wells Financial Advisors 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 835 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $86,631.

    13F-HR 0001844454-25-000004 filed by Wells Financial Advisors INC
    Filed (acceptance time not in the bulk data set), ingested

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