Position in TLN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$323,931
+$552 QoQ
Shares Held
843
-16.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#454
of 639 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TLN Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Whalen Wealth Management Inc. holds $1,347,414 across 4 Utilities - Independent Power Producers names. TLN ranks #3 (24.0% of the industry book) .
All Filings in TLN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,931 | 843 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $323,379 | 1,013 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||