Position in TW
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$350,901
-$117,737 QoQ
Shares Held
3,521
-11.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#385
of 560 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in TW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SVB WEALTH LLC holds $2,659,777 across 3 Capital Markets names. TW ranks #3 (13.2% of the industry book) .
All Filings in TW
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,901 | 3,521 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $468,638 | 3,983 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $546,086 | 5,078 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $817,365 | 7,365 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,378,794 | 9,418 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $5,251,462 | 40,112 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $4,986,240 | 47,040 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $7,053,766 | 67,714 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,156,890 | 78,751 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $8,991,542 | 112,114 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $8,179,251 | 119,440 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $10,133,682 | 128,242 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,783,080 | 135,270 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||