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Disclosery

TCTC Holdings, LLC: IWM position timeline

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

TCTC Holdings, LLC held 198,956 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 198,956 shares
    Change vs previous 13F +1 shares

    1.57% of the 13F portfolio, value $59,776,237.

    13F-HR 0001483870-26-000003 filed by TCTC Holdings, LLC
    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 198,955 shares
    Change vs previous 13F -27 shares

    1.4% of the 13F portfolio, value $49,340,921.

    13F-HR 0001483870-26-000002 filed by TCTC Holdings, LLC
    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 198,982 shares
    Change vs previous 13F -3,950 shares

    1.46% of the 13F portfolio, value $48,981,421.

    13F-HR 0001483870-26-000001 filed by TCTC Holdings, LLC
    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 202,932 shares
    Change vs previous 13F +676 shares

    1.46% of the 13F portfolio, value $49,101,313.

    13F-HR 0001483870-25-000008 filed by TCTC Holdings, LLC
    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 202,256 shares
    Change vs previous 13F +3,159 shares

    1.4% of the 13F portfolio, value $43,644,844.

    13F-HR 0001483870-25-000005 filed by TCTC Holdings, LLC
    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 199,097 shares
    Change vs previous 13F +3,767 shares

    1.4% of the 13F portfolio, value $39,717,798.

    13F-HR 0001483870-25-000002 filed by TCTC Holdings, LLC
    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 195,330 shares
    Change vs previous 13F +1,000 shares

    1.55% of the 13F portfolio, value $43,160,193.

    13F-HR 0001483870-25-000001 filed by TCTC Holdings, LLC
    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 194,330 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $42,925,525.

    13F-HR 0001483870-24-000005 filed by TCTC Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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