Skip to content
Disclosery

BLALOCK WILLIAMS, LLC: TWFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BLALOCK WILLIAMS, LLC on TWFG, newest first. How the timeline and the estimate are built.

BLALOCK WILLIAMS, LLC held 22,911 TWFG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,911 shares
    Change vs previous 13F +2,978 shares

    0.36% of the 13F portfolio, value $551,010.

    13F-HR 0001951757-26-001139 filed by BLALOCK WILLIAMS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 19,933 shares
    Change vs previous 13F +7,991 shares

    0.28% of the 13F portfolio, value $366,568.

    13F-HR 0001951757-26-000866 filed by BLALOCK WILLIAMS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,942 shares
    Change vs previous 13F +2,343 shares

    0.28% of the 13F portfolio, value $343,571.

    13F-HR 0001951757-26-000331 filed by BLALOCK WILLIAMS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,599 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $263,397.

    13F-HR 0001951757-25-001202 filed by BLALOCK WILLIAMS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).