SEC 13F Intelligence

Ground Swell Capital, LLC / TLT

Ground Swell Capital, LLC’s Ishares Tr Position

Does Ground Swell Capital, LLC own Ishares Tr (TLT)? Yes10.1K shares worth $872,535 (+1.72% of its 13F portfolio) as of Q1 2026, down from 12.2K shares the prior filed quarter.

Position Value
$872,535
Q1 2026
Shares
10.1K
% of Portfolio
+1.72%
Quarters Held
16
currently held

Position History TLT

Reported value by quarter
Q1 ’21: $688,000Q1 ’21Q2 ’21: $1MQ2 ’22: $16MQ2 ’22Q3 ’22: $6MQ4 ’22: $5MQ4 ’22Q1 ’23: $13MQ2 ’23: $20MQ2 ’23Q3 ’23: $37MQ4 ’23: $10MQ4 ’23Q1 ’24: $55MQ2 ’24: $21MQ2 ’24Q3 ’24: $19MQ4 ’24: $9MQ4 ’24Q1 ’25: $2MQ4 ’25: $1MQ4 ’25Q1 ’26: $872,535filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.1K$872,535+1.72%
Q4 202512.2K$1M+2.18%
Q1 202518.1K$2M+3.55%
Q4 2024103.3K$9M+13.56%
Q3 2024195.6K$19M+16.87%
Q2 2024224.0K$21M+15.91%
Q1 2024584.0K$55M+50.14%
Q4 202396.1K$10M+34.96%
Q3 2023422.6K$37M+61.41%
Q2 2023194.1K$20M+24.27%
Q1 2023125.0K$13M+22.29%
Q4 202247.4K$5M+20.95%
Q3 202259.9K$6M+17.47%
Q2 2022143.1K$16M+30.14%
Q2 20219.7K$1M+6.65%
Q1 20215.1K$688,000+2.22%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ground Swell Capital, LLC’s full portfolio or all institutional holders of TLT.