TLT ISHARES TR

Ownership history in K.J. Harrison & Partners Inc  ·  23 quarters on record

AI Ownership Summary

K.J. Harrison & Partners Inc reported ISHARES TR (TLT) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.52% in 2024 Q2. The latest visible filing shows TLT at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TLT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was K.J. Harrison & Partners Inc's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

TLT was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.52% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How K.J. Harrison & Partners Inc held TLT — position size vs. price
% of Fund (quarterly)    TLT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 5,470 -20,000 -78.5% 0.07% $490K 2025-11-12 $88.46
2025 Q2 UNCHANGED 25,470 0% 0.37% $2.2M 2025-08-05 $85.77
2025 Q1 ADDED 25,470 +20,000 +365.6% 0.45% $2.3M 2025-04-25 $85.03
2024 Q3 REDUCED 5,470 -29,130 -84.2% 0.08% $504K 2024-10-25 $86.31
2024 Q2 ADDED 34,600 +28,470 +464.4% 0.52% $3.2M 2024-07-26 $86.25
2024 Q1 UNCHANGED 6,130 0% 0.09% $580K 2024-04-26 $81.03
2023 Q4 REDUCED 6,130 -3,343 -35.3% 0.10% $606K 2024-02-02 $87.65
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About K.J. Harrison & Partners Inc and TLT

These are the practical questions this page is built to answer before you even open the full history table.

How long has K.J. Harrison & Partners Inc reported owning TLT?

K.J. Harrison & Partners Inc reported TLT across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported TLT position in K.J. Harrison & Partners Inc's portfolio?

The largest reported portfolio weight for TLT was 0.52% in 2024 Q2.

What is the latest reported TLT position on this page?

The most recent filing on this page is 2025 Q3, when K.J. Harrison & Partners Inc reported 5,470 shares, equal to 0.07% of portfolio, with an estimated market value of $490K.

What does the chart on this TLT ownership page compare?

The chart compares K.J. Harrison & Partners Inc's quarterly TLT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to K.J. Harrison & Partners Inc Holdings