Skip to content
Disclosery

TLWM: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TLWM on CRM, newest first. How the timeline and the estimate are built.

TLWM held 8,682 CRM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,682 shares
    Change vs previous 13F -73 shares

    0.32% of the 13F portfolio, value $1,993,125.

    13F-HR 0001085146-26-000842 filed by TLWM
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,755 shares
    Change vs previous 13F -855 shares

    0.22% of the 13F portfolio, value $1,371,561.

    13F-HR 0001732537-26-000004 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 9,610 shares
    Change vs previous 13F +489 shares

    0.32% of the 13F portfolio, value $1,793,895.

    13F-HR 0001732537-26-000003 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,121 shares
    Change vs previous 13F -84 shares

    0.44% of the 13F portfolio, value $2,416,246.

    13F-HR 0001732537-26-000001 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,205 shares
    Change vs previous 13F +2,309 shares

    0.39% of the 13F portfolio, value $2,181,585.

    13F-HR 0001085146-25-005906 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,896 shares
    Change vs previous 13F +58 shares

    0.36% of the 13F portfolio, value $1,880,471.

    13F-HR 0001085146-25-004210 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,838 shares
    Change vs previous 13F +149 shares

    0.37% of the 13F portfolio, value $1,835,048.

    13F-HR 0001085146-25-003000 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 6,689 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,236,336.

    13F-HR 0001085146-25-000159 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

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