Position in TLN
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$255,532
+$42,606 QoQ
Shares Held
665
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#487
of 639 holders
Holding Since
Sep 2025
4 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, 2026Meriwether Wealth & Planning, LLC holds $922,287 across 4 Utilities - Independent Power Producers names. TLN ranks #1 (27.7% of the industry book) .
All Filings in TLN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,532 | 665 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $212,926 | 667 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $250,018 | 667 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $302,870 | 712 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||