Ownership history in TLWM · 17 quarters on record
This page tracks every 13F SEC filing in which TLWM reported a position in SPDR SERIES TRUST (BIL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 40,340 | +24,277 | +151.1% | 0.67% | $3.7M | $90.87 |
| 2025 Q3 | REDUCED | 16,063 | -20,545 | -56.1% | 0.26% | $1.5M | $89.99 |
| 2025 Q2 | ADDED | 36,608 | +17,543 | +92.0% | 0.64% | $3.4M | $89.04 |
| 2025 Q1 | ADDED | 19,065 | +3,360 | +21.4% | 0.35% | $1.7M | $88.12 |
As of 2025 Q4 — sorted by position size