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Disclosery

TLWM: XLK position timeline

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

TLWM held 1,518 XLK 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 1,518 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $297,151.

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

  2. period ended2026-06-30
    13F 1,518 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $289,209.

    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 1,518 shares
    Change vs previous 13F -742 shares

    0.04% of the 13F portfolio, value $201,743.

    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 2,260 shares
    Change vs previous 13F +1,536 shares

    0.06% of the 13F portfolio, value $325,375.

    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 724 shares
    Change vs previous 13F +724 shares

    0.04% of the 13F portfolio, value $204,066.

    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 0 shares
    Change vs previous 13F -80,654 shares

    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).

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

  7. period ended2025-03-31
    13F 80,654 shares
    Change vs previous 13F +771 shares

    3.33% of the 13F portfolio, value $16,653,450.

    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 79,883 shares
    Change vs previous 13F not available

    3.65% of the 13F portfolio, value $18,574,404.

    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).