Position in TLN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$13,537,864
+$5,314,180 QoQ
Shares Held
35,231
+36.8% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#133
of 639 holders
Holding Since
Dec 2024
7 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, 2026Diversify Advisory Services, LLC holds $21,576,995 across 5 Utilities - Independent Power Producers names. TLN ranks #1 (62.7% of the industry book) .
All Filings in TLN
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,537,864 | 35,231 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $8,223,684 | 25,761 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $10,315,971 | 27,521 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $11,850,661 | 27,859 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $9,038,003 | 31,083 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,976,217 | 39,947 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $5,262,597 | 26,121 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||