TLTD — FLEXSHARES TR

Ownership history in EJMK Ventures LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which EJMK Ventures 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
0.44% (2025 Q4)
Avg. % of fund
0.44%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 7,717 — — 0.44% $716K $92.73
% 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% Discipline Wealth Solutions, LLC 0.37% SageView Advisory Group, LLC 3Y 0.21% LRI Investments, LLC 0.2% Efficient Advisors, LLC 3Y 7Y 0.14% Herold Advisors, Inc. 3Y 0.14% TFB Advisors LLC 3Y 0.13% Wealth Architects, LLC 3Y 7Y 0.05%
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