TLW Wealth Management, LLC: DE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TLW Wealth Management, LLC on DE, newest first. How the timeline and the estimate are built.
TLW Wealth Management, LLC held 28,620 DE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 28,620 sharesChange vs previous 13F -706 shares
10.27% of the 13F portfolio, value $18,154,525.
13F-HR 0001767217-26-000003 filed by TLW Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 29,326 sharesChange vs previous 13F +136 shares
9.68% of the 13F portfolio, value $16,519,336.
13F-HR 0001767217-26-000002 filed by TLW Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 29,190 sharesChange vs previous 13F -1,121 shares
7.84% of the 13F portfolio, value $13,589,988.
13F-HR 0001767217-26-000001 filed by TLW Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 30,311 sharesChange vs previous 13F -1,075 shares
7.93% of the 13F portfolio, value $13,860,008.
13F-HR 0001767217-25-000006 filed by TLW Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 31,386 sharesChange vs previous 13F +130 shares
8.89% of the 13F portfolio, value $15,959,467.
13F-HR 0001767217-25-000004 filed by TLW Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 31,256 sharesChange vs previous 13F -186 shares
8.81% of the 13F portfolio, value $14,670,004.
13F-HR 0001767217-25-000002 filed by TLW Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 31,442 sharesChange vs previous 13F -45 shares
7.94% of the 13F portfolio, value $13,321,975.
13F-HR 0001767217-25-000001 filed by TLW Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 31,487 sharesChange vs previous 13F not available
7.8% of the 13F portfolio, value $13,140,470.
13F-HR 0001767217-24-000005 filed by TLW Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).