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Disclosery

TLWM: VOO position timeline

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

TLWM held 3,902 VOO 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 3,902 shares
    Change vs previous 13F +442 shares

    0.44% of the 13F portfolio, value $2,734,721.

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

  2. period ended2026-06-30
    13F 3,460 shares
    Change vs previous 13F +249 shares

    0.39% of the 13F portfolio, value $2,376,229.

    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 3,211 shares
    Change vs previous 13F +322 shares

    0.35% of the 13F portfolio, value $1,918,544.

    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 2,889 shares
    Change vs previous 13F +235 shares

    0.33% of the 13F portfolio, value $1,812,093.

    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 2,654 shares
    Change vs previous 13F +385 shares

    0.29% of the 13F portfolio, value $1,625,392.

    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 2,269 shares
    Change vs previous 13F +223 shares

    0.24% of the 13F portfolio, value $1,288,887.

    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 2,046 shares
    Change vs previous 13F +114 shares

    0.21% of the 13F portfolio, value $1,051,489.

    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 1,932 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,040,910.

    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).