Position in TLN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$507,223
+$146,494 QoQ
Shares Held
1,320
+16.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#408
of 639 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in TLN Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026EP Wealth Advisors, LLC holds $34,793,699 across 5 Utilities - Independent Power Producers names. TLN ranks #4 (1.5% of the industry book) .
All Filings in TLN
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $507,223 | 1,320 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $360,729 | 1,130 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||