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Disclosery

TLW Wealth Management, LLC: WM position timeline

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

TLW Wealth Management, LLC held 52,959 WM 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 52,959 shares
    Change vs previous 13F -1,341 shares

    6.68% of the 13F portfolio, value $11,803,502.

    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 54,300 shares
    Change vs previous 13F +1,079 shares

    7.31% of the 13F portfolio, value $12,477,597.

    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 53,221 shares
    Change vs previous 13F +177 shares

    6.74% of the 13F portfolio, value $11,693,186.

    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 53,044 shares
    Change vs previous 13F -6,363 shares

    6.7% of the 13F portfolio, value $11,713,707.

    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 59,407 shares
    Change vs previous 13F +280 shares

    7.57% of the 13F portfolio, value $13,593,510.

    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 59,127 shares
    Change vs previous 13F +3,494 shares

    8.22% of the 13F portfolio, value $13,688,492.

    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 55,633 shares
    Change vs previous 13F +28 shares

    6.69% of the 13F portfolio, value $11,226,183.

    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 55,605 shares
    Change vs previous 13F not available

    6.85% of the 13F portfolio, value $11,543,598.

    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).