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Disclosery

TLW Wealth Management, LLC: WMT position timeline

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

TLW Wealth Management, LLC held 140,654 WMT 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 140,654 shares
    Change vs previous 13F -8,685 shares

    9.01% of the 13F portfolio, value $15,930,475.

    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 149,339 shares
    Change vs previous 13F +460 shares

    10.87% of the 13F portfolio, value $18,559,854.

    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 148,879 shares
    Change vs previous 13F -7,276 shares

    9.57% of the 13F portfolio, value $16,586,609.

    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 156,155 shares
    Change vs previous 13F -5,749 shares

    9.21% of the 13F portfolio, value $16,093,334.

    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 161,904 shares
    Change vs previous 13F +445 shares

    8.82% of the 13F portfolio, value $15,830,973.

    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 161,459 shares
    Change vs previous 13F +2,082 shares

    8.51% of the 13F portfolio, value $14,174,486.

    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 159,377 shares
    Change vs previous 13F +492 shares

    8.58% of the 13F portfolio, value $14,399,712.

    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 158,885 shares
    Change vs previous 13F not available

    7.62% of the 13F portfolio, value $12,829,964.

    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).