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Disclosery

Westside Investment Management, Inc.: TLT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Westside Investment Management, Inc. on TLT, newest first. How the timeline and the estimate are built.

Westside Investment Management, Inc. held 12,773 TLT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,773 shares
    Change vs previous 13F +4,658 shares

    0.14% of the 13F portfolio, value $1,103,851.

    13F-HR 0001538383-26-000004 filed by Westside Investment Management, 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 8,115 shares
    Change vs previous 13F +3,020 shares

    0.11% of the 13F portfolio, value $703,562.

    13F-HR 0001538383-26-000002 filed by Westside Investment Management, 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 5,095 shares
    Change vs previous 13F -1,735 shares

    0.07% of the 13F portfolio, value $444,163.

    13F-HR 0001538383-26-000001 filed by Westside Investment Management, 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 6,830 shares
    Change vs previous 13F +154 shares

    0.1% of the 13F portfolio, value $610,401.

    13F-HR 0001538383-25-000006 filed by Westside Investment Management, 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 6,676 shares
    Change vs previous 13F +197 shares

    0.11% of the 13F portfolio, value $589,219.

    13F-HR 0001538383-25-000005 filed by Westside Investment Management, 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 6,479 shares
    Change vs previous 13F +1,392 shares

    0.13% of the 13F portfolio, value $589,810.

    13F-HR 0001538383-25-000002 filed by Westside Investment Management, Inc.
    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 5,087 shares
    Change vs previous 13F -11,866 shares

    0.09% of the 13F portfolio, value $444,330.

    13F-HR 0001538383-25-000001 filed by Westside Investment Management, Inc.
    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 16,953 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,663,090.

    13F-HR 0001538383-24-000005 filed by Westside Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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