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Disclosery

TLWM: SGOV position timeline

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

TLWM held 0 SGOV shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -233,603 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 233,603 shares
    Change vs previous 13F -254,286 shares

    4.29% of the 13F portfolio, value $23,448,751.

    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).

  3. period ended2025-09-30
    13F 487,889 shares
    Change vs previous 13F +3,320 shares

    8.83% of the 13F portfolio, value $49,130,126.

    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).

  4. period ended2025-06-30
    13F 484,569 shares
    Change vs previous 13F not available

    9.27% of the 13F portfolio, value $48,791,156.

    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).