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Disclosery

TLWM: IWV position timeline

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

TLWM held 283,869 IWV 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 283,869 shares
    Change vs previous 13F -8,947 shares

    19.53% of the 13F portfolio, value $122,534,414.

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

  2. period ended2026-06-30
    13F 292,816 shares
    Change vs previous 13F -1,422 shares

    20.3% of the 13F portfolio, value $124,856,227.

    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 294,238 shares
    Change vs previous 13F +13,048 shares

    19.65% of the 13F portfolio, value $109,067,581.

    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 281,190 shares
    Change vs previous 13F -14,152 shares

    19.91% of the 13F portfolio, value $108,777,434.

    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 295,342 shares
    Change vs previous 13F +1,325 shares

    20.12% of the 13F portfolio, value $111,915,973.

    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 294,017 shares
    Change vs previous 13F -1,418 shares

    19.61% of the 13F portfolio, value $103,199,683.

    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 295,435 shares
    Change vs previous 13F +1,051 shares

    18.76% of the 13F portfolio, value $93,841,643.

    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 294,384 shares
    Change vs previous 13F not available

    19.36% of the 13F portfolio, value $98,397,705.

    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).