TLH — ISHARES TR

Ownership history in SURIENCE PRIVATE WEALTH LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which SURIENCE PRIVATE WEALTH LLC reported a position in ISHARES TR (TLH). 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
3.2% (2024 Q3)
Avg. % of fund
2.42%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 21,339 -7,298 -25.5% 2.33% $2.2M $100.96
2024 Q3 ADDED 28,637 +11,322 +65.4% 3.20% $3.1M $102.73
2024 Q1 INITIATED 17,315 — — 1.72% $1.8M —
% of Fund (quarterly)    TLH price (monthly, adj. close)

Other funds also holding TLH

As of 2025 Q4 — sorted by position size

Forum Financial Management, LP 3Y 11.24% RS CRUM INC. 3Y 6.4% Watchman Group, Inc. 3Y 6.28% Veltria Advisors Corp. 3Y 5.67% Bedminster, LLC 4.32% Cerity Partners OCIO LLC 3Y 7Y 4.03% High Falls Advisors, Inc 3Y 7Y 3.55% Commonwealth Financial Services, LLC 3Y 7Y 3.5% Evergreen Private Wealth LLC 3.27% Kelly Financial Services LLC 3.23%
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