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Disclosery

TLW Wealth Management, LLC: XLK position timeline

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

TLW Wealth Management, LLC held 0 XLK shares at 2026-03-31 per its 13F-HR filed 2026-05-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -301 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 301 shares
    Change vs previous 13F -14,762 shares

    0.02% of the 13F portfolio, value $43,345.

    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).

  3. period ended2025-09-30
    13F 15,063 shares
    Change vs previous 13F +15,063 shares

    0.02% of the 13F portfolio, value $42,455.

    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).

  4. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -217 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-03-31
    13F 217 shares
    Change vs previous 13F -1 shares

    0.03% of the 13F portfolio, value $44,872.

    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).

  6. period ended2024-12-31
    13F 218 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $50,763.

    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).

  7. period ended2024-09-30
    13F 218 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $49,287.

    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).