• 13F History

TLWM

13F Filings History

Latest 13F report
Q4 2024 - Jan 14, 2025
Value $
$508M
Signature - Title
Alex Butters - Regulatory Consultant
Location
San Antonio, TX
Summary
This page shows a list of all the recent 13F filings made by TLWM. Form 13F is required to be filed within 45 days of the end of a calendar quarter. TLWM reported 73 stock holdings with total value $508M as of Q4 2024. Top holdings included SPY, IWV, ACWX, BSCQ, and BSCS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 73 $508M +$57.6M -$43.3M +$14.3M SPY, IWV, ACWX, BSCQ, BSCS 13F-HR 1/13/2025, 07:20 PM
Q3 2024 73 $493M +$21.4M -$15.3M +$6.06M SPY, IWV, ACWX, VTI, BSCQ 13F-HR 10/7/2024, 01:53 PM
Q2 2024 72 $465M +$20.9M -$13.9M +$6.98M SPY, IWV, ACWX, VTI, BSCQ 13F-HR 7/12/2024, 01:58 PM
Q1 2024 72 $451M +$14.6M -$12.1M +$2.47M SPY, IWV, ACWX, VTI, BSCQ 13F-HR 4/15/2024, 09:04 PM
Q4 2023 69 $423M +$40.6M -$26.4M +$14.2M SPY, IWV, ACWX, VTI, BSCQ 13F-HR 1/8/2024, 09:44 PM
Q3 2023 70 $377M +$40M -$243K +$39.8M SPY, IWV, ACWX, VTI, BSCQ 13F-HR 10/10/2023, 09:27 PM
Q2 2023 67 $347M +$18.4M -$562K +$17.8M SPY, IWV, ACWX, VTI, BSCQ 13F-HR 7/11/2023, 09:00 PM
Q1 2023 66 $315M +$66.6M -$38.4M +$28.2M SPY, IWV, ACWX, VTI, BSCQ 13F-HR 5/11/2023, 09:03 PM
Q4 2022 63 $276M SPY, IWV, BIL, ACWX, BSCS 13F-HR 2/10/2023, 03:36 PM
Q3 2022 18 $157M SPY, IWV, BIL, BSCQ, BSCM 13F-HR 11/14/2022, 01:54 PM
Q2 2022 62 $261M +$59.6M -$25.8M +$33.8M BIL, SPY, IWV, ACWX, BSCM 13F-HR 8/8/2022, 03:20 PM
Q1 2022 68 $287M +$8.99M -$562K +$8.43M SPY, IWV, ACWX, BSCM, BSCQ 13F-HR 5/16/2022, 12:11 PM
Q4 2021 66 $291M +$40.2M -$1.6M +$38.6M SPY, IWV, ACWX, QQQ, GSEW 13F-HR 2/3/2022, 08:49 PM
Q3 2021 66 $263M +$6.92M -$21.5M -$14.6M SPY, IWV, ACWX, BSCL, BSCM 13F-HR 11/12/2021, 09:59 AM
Q2 2021 70 $279M +$4.33M -$2.54M +$1.8M SPY, IWV, ACWX, BSCL, GSEW 13F-HR 8/10/2021, 05:02 PM
Q1 2021 68 $256M +$25.2M -$27.5M -$2.36M SPY, IWV, ACWX, BSCL, BSCM 13F-HR 5/7/2021, 06:57 PM
Q4 2020 64 $250M +$31.9M -$1.16M +$30.7M SPY, IWV, ACWX, USMV, BSCM 13F-HR 2/4/2021, 02:20 PM
Q3 2020 61 $211M +$73.9M -$682K +$73.2M SPY, IWV, ACWX, USMV, BSCL 13F-HR 11/12/2020, 02:26 PM
Q2 2020 57 $169M +$4.82M -$21.2M -$16.3M SPY, IWV, ACWX, USMV, IBDL 13F-HR 8/6/2020, 07:50 PM
Q1 2020 59 $170M +$38.5M -$148K +$38.3M IWV, SPY, ACWX, USMV, IBDL 13F-HR 5/11/2020, 12:08 PM
Q4 2019 58 $202M +$51.8M -$7.23M +$44.6M IWV, SPY, ACWX, USMV, IBDL 13F-HR 1/14/2020, 06:02 PM
Q3 2019 64 $194M +$20.7M -$862K +$19.8M IWV, SPY, ACWX, USMV, RSP 13F-HR 11/5/2019, 01:58 PM
Q2 2019 55 $174M +$9.94M -$11.8M -$1.86M IWV, SPY, ACWX, RSP, IBDL 13F-HR 7/12/2019, 04:52 PM
Q1 2019 54 $178M +$18.4M -$1.58M +$16.8M IWV, SPY, RSP, ACWX, IBDL 13F-HR 5/10/2019, 08:18 PM
Q4 2018 52 $165M +$17.2M -$2.75M +$14.5M IWV, SPY, ACWX, QQQ, RSP 13F-HR 2/7/2019, 04:18 PM
Q3 2018 50 $172M +$5.25M -$483K +$4.77M IWV, SPY, ACWX, QQQ, IBDL 13F-HR 10/19/2018, 11:58 AM
Q2 2018 51 $160M +$22.9M -$263K +$22.6M IWV, SPY, ACWX, QQQ, IBDL 13F-HR 8/6/2018, 04:47 PM
Q1 2018 52 $150M +$37.8M -$1.54M +$36.2M IWV, SPY, ACWX, QQQXXXX, IBDL 13F-HR 5/14/2018, 02:31 PM
Q4 2017 49 $129M IWV, SPY, ACWX, QQQXXXX, HEZU 13F-HR 3/1/2018, 01:13 PM