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ROYAL BANK OF CANADA: TWFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ROYAL BANK OF CANADA on TWFG, newest first. How the timeline and the estimate are built.

ROYAL BANK OF CANADA held 6,391 TWFG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,391 shares
    Change vs previous 13F -94 shares

    <0.01% of the 13F portfolio, value $153,000.

    13F-HR 0001140361-26-033080 filed by ROYAL BANK OF CANADA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,485 shares
    Change vs previous 13F -693 shares

    <0.01% of the 13F portfolio, value $119,000.

    13F-HR 0001140361-26-021585 filed by ROYAL BANK OF CANADA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,178 shares
    Change vs previous 13F +2,069 shares

    <0.01% of the 13F portfolio, value $207,000.

    13F-HR 0001140361-26-005577 filed by ROYAL BANK OF CANADA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,109 shares
    Change vs previous 13F -556 shares

    <0.01% of the 13F portfolio, value $140,000.

    13F-HR 0001140361-25-042265 filed by ROYAL BANK OF CANADA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 5,665 shares
    Change vs previous 13F +4,305 shares

    <0.01% of the 13F portfolio, value $199,000.

    13F-HR/A 0001140361-25-042957 filed by ROYAL BANK OF CANADA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 1,360 shares
    Change vs previous 13F -5,803 shares

    <0.01% of the 13F portfolio, value $42,000.

    13F-HR/A 0001140361-25-042953 filed by ROYAL BANK OF CANADA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,163 shares
    Change vs previous 13F +2,167 shares

    <0.01% of the 13F portfolio, value $220,000.

    13F-HR 0001140361-25-004660 filed by ROYAL BANK OF CANADA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,996 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $135,000.

    13F-HR 0001140361-24-046848 filed by ROYAL BANK OF CANADA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).