Position in TLN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$293,958
+$50,067 QoQ
Shares Held
765
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#467
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, 2026Clearstead Advisors, LLC holds $3,357,915 across 5 Utilities - Independent Power Producers names. TLN ranks #3 (8.8% of the industry book) .
All Filings in TLN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,958 | 765 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $243,891 | 764 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $350,850 | 936 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $356,468 | 838 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $16,864 | 58 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $8,186 | 41 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||