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Disclosery

TLWM: SPY position timeline

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

TLWM held 166,090 SPY 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 166,090 shares
    Change vs previous 13F -5,300 shares

    20.18% of the 13F portfolio, value $126,661,677.

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

  2. period ended2026-06-30
    13F 171,390 shares
    Change vs previous 13F -1,123 shares

    20.81% of the 13F portfolio, value $127,985,431.

    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 172,513 shares
    Change vs previous 13F +7,014 shares

    20.21% of the 13F portfolio, value $112,189,299.

    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 165,499 shares
    Change vs previous 13F -7,715 shares

    20.66% of the 13F portfolio, value $112,854,252.

    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 173,214 shares
    Change vs previous 13F +555 shares

    20.74% of the 13F portfolio, value $115,388,956.

    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 172,659 shares
    Change vs previous 13F -1,007 shares

    20.27% of the 13F portfolio, value $106,675,530.

    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 173,666 shares
    Change vs previous 13F +360 shares

    19.42% of the 13F portfolio, value $97,146,378.

    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 173,306 shares
    Change vs previous 13F not available

    19.98% of the 13F portfolio, value $101,570,503.

    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).