Position in TLN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$26,129
+$3,783 QoQ
Shares Held
68
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#560
of 639 holders
Holding Since
Jun 2025
5 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, 2026Bogart Wealth, LLC holds $333,532 across 6 Utilities - Independent Power Producers names. TLN ranks #3 (7.8% of the industry book) .
All Filings in TLN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,129 | 68 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $22,346 | 70 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $25,114 | 67 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $28,925 | 68 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $19,481 | 67 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||