TLTD — FLEXSHARES TR

Ownership history in Efficient Advisors, LLC  ·  46 quarters on record

This page tracks every 13F SEC filing in which Efficient Advisors, LLC reported a position in FLEXSHARES TR (TLTD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.6% (2017 Q1)
Avg. % of fund
2.38%
First filed
2011 Q4
Last filed
2025 Q4
Quarters held
46
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 26,149 -1,155 -4.2% 0.14% $2.4M $92.73
2025 Q3 REDUCED 27,304 -8,950 -24.7% 0.14% $2.4M $87.45
2025 Q2 REDUCED 36,254 -31,933 -46.8% 0.18% $3.0M $81.84
2025 Q1 REDUCED 68,187 -22,999 -25.2% 0.31% $5.1M $72.31
42 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    TLTD price (monthly, adj. close)

Other funds also holding TLTD

As of 2025 Q4 — sorted by position size

Capstone Financial Advisors, Inc. 3Y 7Y 2.27% Trace Wealth Advisors, LLC 0.9% VestGen Investment Management 3Y 7Y 0.44% EJMK Ventures LLC 0.44% Discipline Wealth Solutions, LLC 0.37% SageView Advisory Group, LLC 3Y 0.21% LRI Investments, LLC 0.2% Herold Advisors, Inc. 3Y 0.14% TFB Advisors LLC 3Y 0.13% Wealth Architects, LLC 3Y 7Y 0.05%
← Back to Efficient Advisors, LLC Holdings