Ownership history in LPF Advisors LLC · 5 quarters on record
This page tracks every 13F SEC filing in which LPF Advisors LLC reported a position in ISHARES TR (TLT). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q1 | ADDED | 77,310 | +986 | +1.3% | 5.76% | $7.0M | $87.11 |
| 2024 Q4 | ADDED | 76,324 | +4,441 | +6.2% | 5.58% | $6.7M | $83.01 |
| 2024 Q3 | ADDED | 71,883 | +4,613 | +6.9% | 6.03% | $7.1M | $91.96 |
| 2024 Q2 | ADDED | 67,270 | +2,414 | +3.7% | 5.69% | $6.2M | $85.20 |
| 2024 Q1 | INITIATED | 64,856 | — | — | 6.15% | $6.1M | — |
As of 2025 Q4 — sorted by position size