Skip to main content

True Link Financial Advisors, LLC

SEC CIK
0001846236
Latest filing
Jul 31, 2026

FE holding history

Firstenergy Corp in every 13F filed by True Link Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FE overviewAll 13F holders of FEFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2024
Holdings of FE by True Link Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−2,473−100.0%Sold outHolders
Q1 20262,473$125.3K<0.1%+2,473NewHolders
Q1 20250$00.0%−5,525−100.0%Sold outHolders
Q4 20245,525$219.8K<0.1%+54+1.0%AddedHolders
Q3 20245,471$242.6K<0.1%−900−14.1%ReducedHolders
Q2 20246,371$243.8K<0.1%−960−13.1%ReducedHolders
Q1 20247,331$283.1K<0.1%+7,331NewHolders