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BRASADA CAPITAL MANAGEMENT, LP: TWFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BRASADA CAPITAL MANAGEMENT, LP on TWFG, newest first. How the timeline and the estimate are built.

BRASADA CAPITAL MANAGEMENT, LP held 19,419 TWFG shares at 2026-06-30 per its 13F-HR/A filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 19,419 shares
    Change vs previous 13F -52,680 shares

    0.08% of the 13F portfolio, value $467,027.

    13F-HR/A 0001420506-26-001843 filed by BRASADA CAPITAL MANAGEMENT, LP
    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 72,099 shares
    Change vs previous 13F -88,688 shares

    0.25% of the 13F portfolio, value $1,341,762.

    13F-HR 0001420506-26-001123 filed by BRASADA CAPITAL MANAGEMENT, LP
    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 160,787 shares
    Change vs previous 13F -8,629 shares

    0.77% of the 13F portfolio, value $4,502,036.

    13F-HR 0001420506-26-000395 filed by BRASADA CAPITAL MANAGEMENT, LP
    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 169,416 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $4,652,163.

    13F-HR 0001420506-25-003331 filed by BRASADA CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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