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Willis Johnson & Associates, Inc.: TLT position timeline

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

Willis Johnson & Associates, Inc. held 334,257 TLT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 334,257 shares
    Change vs previous 13F +15,831 shares

    1.61% of the 13F portfolio, value $28,886,499.

    13F-HR 0001853239-26-000004 filed by Willis Johnson & Associates, 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 318,426 shares
    Change vs previous 13F +50,492 shares

    1.61% of the 13F portfolio, value $27,604,309.

    13F-HR 0001853239-26-000003 filed by Willis Johnson & Associates, 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 267,934 shares
    Change vs previous 13F +31,890 shares

    1.44% of the 13F portfolio, value $23,353,125.

    13F-HR 0001853239-26-000002 filed by Willis Johnson & Associates, 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 236,044 shares
    Change vs previous 13F +19,451 shares

    1.31% of the 13F portfolio, value $21,095,238.

    13F-HR 0001853239-25-000004 filed by Willis Johnson & Associates, 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 216,593 shares
    Change vs previous 13F +11,955 shares

    1.3% of the 13F portfolio, value $19,114,319.

    13F-HR 0001085146-25-004993 filed by Willis Johnson & Associates, 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 204,638 shares
    Change vs previous 13F +9,321 shares

    1.41% of the 13F portfolio, value $18,628,226.

    13F-HR 0001085146-25-003176 filed by Willis Johnson & Associates, 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 195,317 shares
    Change vs previous 13F +32,634 shares

    1.31% of the 13F portfolio, value $17,057,062.

    13F-HR 0001085146-25-001471 filed by Willis Johnson & Associates, 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 162,683 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $15,959,207.

    13F-HR 0001853239-24-000007 filed by Willis Johnson & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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