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Disclosery

TLWM: SPYG position timeline

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

TLWM held 394,302 SPYG 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 394,302 shares
    Change vs previous 13F +5,236 shares

    7.73% of the 13F portfolio, value $48,530,556.

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

  2. period ended2026-06-30
    13F 389,066 shares
    Change vs previous 13F +512 shares

    7.53% of the 13F portfolio, value $46,294,910.

    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 388,554 shares
    Change vs previous 13F +163,779 shares

    6.85% of the 13F portfolio, value $38,043,254.

    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 224,775 shares
    Change vs previous 13F not available

    4.39% of the 13F portfolio, value $23,983,590.

    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).