TLH — ISHARES TR

Ownership history in Veltria Advisors Corp.  ·  10 quarters on record

This page tracks every 13F SEC filing in which Veltria Advisors Corp. 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
5.67% (2025 Q4)
Avg. % of fund
0.97%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 12,667 +9,789 +340.1% 5.67% $1.3M $100.96
2025 Q3 REDUCED 2,878 -1,553 -35.0% 1.31% $296K $100.84
2025 Q2 REDUCED 4,431 -3,762 -45.9% 0.30% $450K $98.39
2024 Q3 REDUCED 8,193 -537 -6.2% 0.35% $896K $102.73
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% 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% Richard Bernstein Advisors LLC 3Y 7Y 3.14%
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