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Disclosery

Westchester Capital Management, LLC: TVA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Westchester Capital Management, LLC on TVA, newest first. How the timeline and the estimate are built.

Westchester Capital Management, LLC held 136,832 TVA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 136,832 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,443,578.

    13F-HR 0001512805-26-000008 filed by Westchester Capital Management, 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 136,832 shares
    Change vs previous 13F -53,199 shares

    0.07% of the 13F portfolio, value $1,421,684.

    13F-HR 0001512805-26-000005 filed by Westchester Capital Management, 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 190,031 shares
    Change vs previous 13F -288,008 shares

    0.1% of the 13F portfolio, value $2,023,830.

    13F-HR 0001512805-26-000002 filed by Westchester Capital Management, 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 478,039 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $5,119,797.

    13F-HR 0001628280-25-052144 filed by Westchester Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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