Question 1

How many shares of TLH does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 282,330 shares of TLH (ISHARES TR).

Question 2

What is Steward Partners Investment Advisory, LLC's TLH position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's TLH position is worth $28.3M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling TLH?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their TLH position (-1.1% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy TLH?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in TLH in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	282,330	-1.1%	$28.3M	0.1%	$99.59	0
2026-Q1	Decreased	285,588	-7.3%	$28.8M	0.1%	$98.81	0
2025-Q4	Decreased	308,037	-4.3%	$31.3M	0.2%	$99.05	0
2025-Q3	Increased	321,827	+14.7%	$33.1M	0.2%	$98.92	40
2025-Q2	Increased	280,494	+12.5%	$28.5M	0.2%	$96.52	39
2025-Q1	Increased	249,321	+20.3%	$25.9M	0.2%	$97.53	41
2024-Q4	Increased	207,333	+19.3%	$20.6M	0.2%	$93.03	40
2024-Q3	Increased	173,861	+8.7%	$19M	0.2%	$100.78	37
2024-Q2	Increased	159,964	+77.7%	$16.4M	0.2%	$93.71	51
2024-Q1	Increased	90,031	+72.6%	$9.5M	0.1%	$94.84	49
2023-Q4	Increased	52,151	+333.3%	$5.6M	0.1%	$97.12	44
2023-Q3	Decreased	12,035	-46.1%	$1.2M	0.0%	$87.10	0
2023-Q2	Increased	22,326	+13.2%	$2.5M	0.0%	$97.01	30
2023-Q1	Decreased	19,723	-18.1%	$2.3M	0.0%	$99.39	0
2022-Q4	Decreased	24,069	-54.0%	$2.6M	0.0%	$93.35	0
2022-Q3	Increased	52,305	+15.3%	$5.7M	0.1%	$92.98	37
2022-Q2	Increased	45,364	+7.4%	$5.5M	0.1%	$101.89	29
2022-Q1	Decreased	42,227	-7.1%	$5.7M	0.1%	$113.57	0
2021-Q4	Increased	45,442	+4.4%	$6.7M	0.1%	$124.87	34
2021-Q3	Increased	43,512	+11.3%	$6.4M	0.1%	$123.07	36
2021-Q2	Decreased	39,082	-47.5%	$5.7M	0.1%	$122.49	0
2021-Q1	Increased	74,466	+113.7%	$5.2B	0.1%	$116.40	51
2020-Q4	Increased	34,846	+5.0%	$5.5M	0.1%	$131.97	34
2020-Q3	Decreased	33,197	-0.6%	$5.5M	0.1%	$135.79	0
2020-Q2	Increased	33,397	+4.4%	$5.6M	0.2%	$136.07	34
2020-Q1	Increased	31,999	+12.0%	$5.4M	0.2%	$135.79	36
2019-Q4	Increased	28,575	+5.5%	$4.1M	0.1%	$115.99	34
2019-Q3	Increased	27,088	+2.7%	$4M	0.1%	$119.84	33
2019-Q2	Increased	26,382	+2.4%	$3.8M	0.1%	$114.08	33
2019-Q1	New	25,770	-	$3.5M	0.2%	$109.04	44

TLH30 quarters

TLH
30 quarters