Position in TW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$737,384
-$8,505,867 QoQ
Shares Held
7,399
-90.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#309
of 560 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GDS Wealth Management holds $1,608,559 across 3 Capital Markets names. TW ranks #1 (45.8% of the industry book) .
All Filings in TW
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $737,384 | 7,399 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $9,243,251 | 78,559 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,154,636 | 66,530 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $7,879,690 | 71,001 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $8,721,487 | 59,573 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,527,786 | 43,970 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,652,798 | 27,901 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,318,070 | 18,744 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||