Skip to content

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

  1. period ended2026-06-30
    13F 28,620 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 29,326 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 29,190 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 30,311 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 31,386 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 31,256 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 31,442 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 31,487 shares
    Change 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), ingested

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