Position in TLN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$69,935
-$21,364 QoQ
Shares Held
182
-36.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#537
of 639 holders
Holding Since
Dec 2025
3 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, 2026Lodestone Wealth Management LLC holds $452,943 across 4 Utilities - Independent Power Producers names. TLN ranks #2 (15.4% of the industry book) .
All Filings in TLN
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,935 | 182 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $91,299 | 286 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $60,349 | 161 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||