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Disclosery

PYA Waltman Capital, LLC: TXN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PYA Waltman Capital, LLC on TXN, newest first. How the timeline and the estimate are built.

PYA Waltman Capital, LLC held 26,794 TXN 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 26,794 shares
    Change vs previous 13F +3,408 shares

    1.9% of the 13F portfolio, value $7,986,340.

    13F-HR 0001800135-26-000003 filed by PYA Waltman Capital, 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 23,386 shares
    Change vs previous 13F +373 shares

    1.26% of the 13F portfolio, value $4,540,158.

    13F-HR 0001800135-26-000002 filed by PYA Waltman Capital, 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 23,013 shares
    Change vs previous 13F +5,125 shares

    1.07% of the 13F portfolio, value $3,992,490.

    13F-HR 0001800135-26-000001 filed by PYA Waltman Capital, 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 17,888 shares
    Change vs previous 13F -662 shares

    0.88% of the 13F portfolio, value $3,286,490.

    13F-HR 0001800135-25-000011 filed by PYA Waltman Capital, LLC
    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 18,550 shares
    Change vs previous 13F +1,774 shares

    1.11% of the 13F portfolio, value $3,851,289.

    13F-HR 0001800135-25-000008 filed by PYA Waltman Capital, LLC
    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 16,776 shares
    Change vs previous 13F +614 shares

    0.95% of the 13F portfolio, value $3,014,666.

    13F-HR 0001800135-25-000007 filed by PYA Waltman Capital, LLC
    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 16,162 shares
    Change vs previous 13F +191 shares

    0.98% of the 13F portfolio, value $3,030,556.

    13F-HR 0001800135-25-000001 filed by PYA Waltman Capital, LLC
    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 15,971 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $3,299,135.

    13F-HR 0001800135-24-000006 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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