Position in TLN
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,995
+$4,246 QoQ
Shares Held
13
+550.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#596
of 639 holders
Holding Since
Dec 2025
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, 2026Valued Wealth Advisors LLC holds $24,504 across 4 Utilities - Independent Power Producers names. TLN ranks #3 (20.4% 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 | $4,995 | 13 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $749 | 2 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||