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Disclosery

TLWM: SPTM position timeline

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

TLWM held 15,497 SPTM 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 15,497 shares
    Change vs previous 13F +230 shares

    0.23% of the 13F portfolio, value $1,426,506.

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

  2. period ended2026-06-30
    13F 15,267 shares
    Change vs previous 13F +716 shares

    0.23% of the 13F portfolio, value $1,386,093.

    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 14,551 shares
    Change vs previous 13F +599 shares

    0.21% of the 13F portfolio, value $1,150,408.

    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 13,952 shares
    Change vs previous 13F +469 shares

    0.21% of the 13F portfolio, value $1,151,083.

    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 13,483 shares
    Change vs previous 13F -5 shares

    0.2% of the 13F portfolio, value $1,087,405.

    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 13,488 shares
    Change vs previous 13F -84 shares

    0.19% of the 13F portfolio, value $1,010,115.

    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 13,572 shares
    Change vs previous 13F -29 shares

    0.18% of the 13F portfolio, value $923,020.

    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 13,601 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $971,522.

    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).