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Disclosery

Westshore Wealth, LLC: TLT position timeline

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

Westshore Wealth, LLC held 3,826 TLT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,826 shares
    Change vs previous 13F -1,907 shares

    0.1% of the 13F portfolio, value $330,651.

    13F-HR 0001806366-26-000004 filed by Westshore Wealth, 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 5,733 shares
    Change vs previous 13F -15 shares

    0.17% of the 13F portfolio, value $496,986.

    13F-HR 0001806366-26-000002 filed by Westshore Wealth, 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 5,748 shares
    Change vs previous 13F -1,598 shares

    0.17% of the 13F portfolio, value $500,958.

    13F-HR 0001806366-26-000001 filed by Westshore Wealth, 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 7,346 shares
    Change vs previous 13F -8,523 shares

    0.22% of the 13F portfolio, value $656,500.

    13F-HR 0001806366-25-000002 filed by Westshore Wealth, 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 15,869 shares
    Change vs previous 13F -2,876 shares

    0.54% of the 13F portfolio, value $1,400,422.

    13F-HR 0001085146-25-003688 filed by Westshore Wealth, 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 18,745 shares
    Change vs previous 13F -1,479 shares

    0.72% of the 13F portfolio, value $1,706,342.

    13F-HR 0001085146-25-003283 filed by Westshore Wealth, 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 20,224 shares
    Change vs previous 13F -135 shares

    0.72% of the 13F portfolio, value $1,766,130.

    13F-HR 0001085146-25-003402 filed by Westshore Wealth, LLC
    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 20,359 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,997,229.

    13F-HR 0001085146-24-005567 filed by Westshore Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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