Position in TLN
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$384,644
+$346,337 QoQ
Shares Held
1,001
+734.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#433
of 639 holders
Holding Since
Sep 2024
8 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, 2026LRI Investments, LLC holds $815,505 across 4 Utilities - Independent Power Producers names. TLN ranks #1 (47.2% of the industry book) .
All Filings in TLN
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,644 | 1,001 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $38,307 | 120 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $66,346 | 177 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $64,657 | 152 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $57,571 | 198 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $34,542 | 173 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $12,491 | 62 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,050 | 62 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||