TLTD — FLEXSHARES TR

Ownership history in Wealth Architects, LLC  ·  23 quarters on record

This page tracks every 13F SEC filing in which Wealth Architects, 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
0.1% (2025 Q1)
Avg. % of fund
0.08%
First filed
2020 Q2
Last filed
2025 Q4
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 5,485 -567 -9.4% 0.05% $509K $92.73
2025 Q3 REDUCED 6,052 -173 -2.8% 0.05% $537K $87.45
2025 Q2 ADDED 6,225 +726 +13.2% 0.05% $520K $81.84
2025 Q1 REDUCED 5,499 -1,843 -25.1% 0.10% $920K $72.31
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% EJMK Ventures LLC 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%
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