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Disclosery

TLWM: IVV position timeline

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

TLWM held 658 IVV 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 658 shares
    Change vs previous 13F +26 shares

    0.08% of the 13F portfolio, value $503,930.

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

  2. period ended2026-06-30
    13F 632 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $473,298.

    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 ยง4.2).