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Disclosery

TLWM: IBDS position timeline

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

TLWM held 162,168 IBDS 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 162,168 shares
    Change vs previous 13F -1,365 shares

    0.62% of the 13F portfolio, value $3,911,495.

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

  2. period ended2026-06-30
    13F 163,533 shares
    Change vs previous 13F -2,275 shares

    0.64% of the 13F portfolio, value $3,960,772.

    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 165,808 shares
    Change vs previous 13F -788 shares

    0.72% of the 13F portfolio, value $4,019,185.

    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 166,596 shares
    Change vs previous 13F -8,834 shares

    0.74% of the 13F portfolio, value $4,044,953.

    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 175,430 shares
    Change vs previous 13F -761 shares

    0.77% of the 13F portfolio, value $4,269,966.

    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 176,191 shares
    Change vs previous 13F -4,305 shares

    0.81% of the 13F portfolio, value $4,276,163.

    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 180,496 shares
    Change vs previous 13F -2,552 shares

    0.87% of the 13F portfolio, value $4,364,391.

    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 183,048 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $4,385,831.

    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).