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Disclosery

TLWM: MSFT position timeline

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

TLWM held 6,378 MSFT 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 6,378 shares
    Change vs previous 13F +25 shares

    0.52% of the 13F portfolio, value $3,271,283.

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

  2. period ended2026-06-30
    13F 6,353 shares
    Change vs previous 13F +1,255 shares

    0.39% of the 13F portfolio, value $2,369,788.

    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 5,098 shares
    Change vs previous 13F +204 shares

    0.34% of the 13F portfolio, value $1,887,134.

    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 4,894 shares
    Change vs previous 13F +5 shares

    0.43% of the 13F portfolio, value $2,366,835.

    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 4,889 shares
    Change vs previous 13F -1,148 shares

    0.46% of the 13F portfolio, value $2,532,264.

    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 6,037 shares
    Change vs previous 13F +16 shares

    0.57% of the 13F portfolio, value $3,002,863.

    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 6,021 shares
    Change vs previous 13F +132 shares

    0.45% of the 13F portfolio, value $2,260,225.

    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 5,889 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,482,242.

    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).