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Manager record

Tlwm

San Antonio, TX · CIK 1732537 · 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.

$627.53MReported 13F valueQ3 2026 · as filed
74Holdings listed
+2.0%vs prior quartervalue change includes market moves
6Quarters on record
Oct 09Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $526.4M$526.4MQ2 202570 holdingsQ3 2025: $556.4M$556.4MQ3 202578 holdingsQ4 2025: $546.3M$546.3MQ4 202572 holdingsQ1 2026: $555.2M$555.2MQ1 202669 holdingsQ2 2026: $614.9M$614.9MQ2 202677 holdingsQ3 2026: $627.5M$627.5MQ3 202674 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 09 2026 13F-HR · period Q3 2026

$627.53M · 74 holdings listed · View original SEC filing ↗
Jul 07 2026 13F-HR · period Q2 2026

$614.94M · 77 holdings listed · View original SEC filing ↗
Apr 08 2026 13F-HR · period Q1 2026

$555.16M · 69 holdings listed · View original SEC filing ↗
Jan 12 2026 13F-HR · period Q4 2025

$546.30M · 72 holdings listed · View original SEC filing ↗
Oct 10 2025 13F-HR · period Q3 2025

$556.38M · 78 holdings listed · View original SEC filing ↗
Jul 28 2025 13F-HR · period Q2 2025

$526.35M · 70 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 09, 2026 · Change methodology