Position in NICE
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$870,392
+$29,262 QoQ
Shares Held
7,894
+6.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NICE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026TLWM holds $1,371,558 across 1 Software - Application name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
8,755 | $1,371,558 |
All Filings in NICE
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $870,392 | 7,894 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $841,130 | 7,441 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,099,893 | 7,597 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $610,271 | 3,613 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $563,953 | 3,658 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $596,817 | 3,514 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $587,004 | 3,380 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $620,123 | 3,606 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $925,201 | 3,550 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $721,428 | 3,616 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $608,770 | 3,581 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $732,042 | 3,545 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $809,583 | 3,537 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $680,934 | 3,541 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,016,872 | 5,402 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $664,337 | 3,452 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $759,492 | 3,468 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,013,113 | 3,337 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $898,134 | 3,162 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $752,278 | 3,040 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $648,024 | 2,973 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $819,147 | 2,889 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $650,440 | 2,865 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $832,277 | 4,398 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $634,822 | 4,422 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||