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Manager record

TL Private Wealth

Southlake, TX · CIK 1802868 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$279.40MReported 13F valueQ3 2026 · as filed
55Holdings listed
+2.5%vs prior quartervalue change includes market moves
6Quarters on record
Oct 13Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $240.8M$240.8MQ2 202545 holdingsQ3 2025: $254.7M$254.7MQ3 202543 holdingsQ4 2025: $259.8M$259.8MQ4 202546 holdingsQ1 2026: $253.4M$253.4MQ1 202644 holdingsQ2 2026: $272.7M$272.7MQ2 202654 holdingsQ3 2026: $279.4M$279.4MQ3 202655 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 13 2026 13F-HR · period Q3 2026

$279.40M · 55 holdings listed · View original SEC filing ↗
Jul 08 2026 13F-HR · period Q2 2026

$272.69M · 54 holdings listed · View original SEC filing ↗
Apr 13 2026 13F-HR · period Q1 2026

$253.39M · 44 holdings listed · View original SEC filing ↗
Jan 12 2026 13F-HR/A · period Q4 2025

$259.82M · 46 holdings listed · amendment (restatement) · View original SEC filing ↗
Jan 12 2026 13F-HR · period Q4 2025

$265.18M · 46 holdings listed · View original SEC filing ↗
Oct 14 2025 13F-HR · period Q3 2025

$254.69M · 43 holdings listed · View original SEC filing ↗
Jul 08 2025 13F-HR · period Q2 2025

$240.85M · 45 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 13, 2026 · Change methodology