Skip to content
Disclosery

TLWM: QYLD position timeline

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

TLWM held 57,399 QYLD 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 57,399 shares
    Change vs previous 13F -1,654 shares

    0.17% of the 13F portfolio, value $1,064,763.

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

  2. period ended2026-06-30
    13F 59,053 shares
    Change vs previous 13F +7,211 shares

    0.18% of the 13F portfolio, value $1,088,356.

    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 51,842 shares
    Change vs previous 13F +10,687 shares

    0.16% of the 13F portfolio, value $889,087.

    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 41,155 shares
    Change vs previous 13F +431 shares

    0.13% of the 13F portfolio, value $727,216.

    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 40,724 shares
    Change vs previous 13F +3,549 shares

    0.12% of the 13F portfolio, value $692,712.

    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 37,175 shares
    Change vs previous 13F +2,735 shares

    0.12% of the 13F portfolio, value $621,562.

    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 34,440 shares
    Change vs previous 13F +6,015 shares

    0.11% of the 13F portfolio, value $572,742.

    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 28,425 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $517,908.

    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).