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TLW Wealth Management, LLC: HD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TLW Wealth Management, LLC on HD, newest first. How the timeline and the estimate are built.

TLW Wealth Management, LLC held 17,579 HD 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 17,579 shares
    Change vs previous 13F -307 shares

    3.51% of the 13F portfolio, value $6,199,762.

    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 17,886 shares
    Change vs previous 13F +784 shares

    3.45% of the 13F portfolio, value $5,882,527.

    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 17,102 shares
    Change vs previous 13F -184 shares

    3.39% of the 13F portfolio, value $5,884,798.

    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 17,286 shares
    Change vs previous 13F -5,882 shares

    4.01% of the 13F portfolio, value $7,004,114.

    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 23,168 shares
    Change vs previous 13F +90 shares

    4.73% of the 13F portfolio, value $8,494,316.

    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 23,078 shares
    Change vs previous 13F +635 shares

    5.08% of the 13F portfolio, value $8,457,856.

    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 22,443 shares
    Change vs previous 13F +2,376 shares

    5.2% of the 13F portfolio, value $8,730,103.

    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 20,067 shares
    Change vs previous 13F not available

    4.83% of the 13F portfolio, value $8,131,148.

    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).