Position in TLN
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,537
+$899 QoQ
Shares Held
4
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#622
of 639 holders
Holding Since
Mar 2025
6 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, 2026True Wealth Design, LLC holds $34,570 across 6 Utilities - Independent Power Producers names. TLN ranks #5 (4.4% 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 | $1,537 | 4 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $638 | 2 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $749 | 2 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $850 | 2 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $581 | 2 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $399 | 2 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||