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Disclosery

Gillson Capital LP: TWFG position timeline

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

Gillson Capital LP held 148,665 TWFG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 148,665 shares
    Change vs previous 13F +20,000 shares

    0.21% of the 13F portfolio, value $3,575,000.

    13F-HR 0001698055-26-000006 filed by Gillson Capital 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 128,665 shares
    Change vs previous 13F -40,400 shares

    0.19% of the 13F portfolio, value $2,366,000.

    13F-HR 0001698055-26-000003 filed by Gillson Capital 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 169,065 shares
    Change vs previous 13F +21,565 shares

    0.32% of the 13F portfolio, value $4,864,000.

    13F-HR 0001698055-26-000002 filed by Gillson Capital 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 147,500 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $4,047,000.

    13F-HR 0001698055-25-000009 filed by Gillson Capital LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 147,500 shares
    Change vs previous 13F +1 shares

    0.39% of the 13F portfolio, value $5,163,000.

    13F-HR 0001698055-25-000005 filed by Gillson Capital LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 147,499 shares
    Change vs previous 13F +8,499 shares

    0.39% of the 13F portfolio, value $4,559,000.

    13F-HR 0001698055-25-000004 filed by Gillson Capital LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 139,000 shares
    Change vs previous 13F -17,151 shares

    0.39% of the 13F portfolio, value $4,281,000.

    13F-HR 0001698055-25-000003 filed by Gillson Capital LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 156,151 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $4,235,000.

    13F-HR 0001698055-24-000007 filed by Gillson Capital LP
    Filed (acceptance time not in the bulk data set), ingested

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