Position in TLN
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$277,819
+$52,443 QoQ
Shares Held
723
+2.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#474
of 639 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TLN Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $1,655,734 across 4 Utilities - Independent Power Producers names. TLN ranks #4 (16.8% of the industry book) .
All Filings in TLN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,819 | 723 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $225,376 | 706 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $296,873 | 792 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $334,774 | 787 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $211,680 | 728 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $272,185 | 1,351 | Shares | Sole | 2025-02-25 | |
| No filing history on record for this holder in this stock. | ||||||