Position in TW
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$226,028
-$40,824 QoQ
Shares Held
2,268
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#429
of 560 holders
Holding Since
Dec 2023
11 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, 2026Forza Wealth Management, LLC holds $1,374,478 across 2 Capital Markets names. TW ranks #2 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VIRT |
Virtu Financial, Inc.
|
19,279 | $1,148,450 | |
| 2 | TW |
Tradeweb Markets Inc.
This page
|
2,268 | $226,028 |
All Filings in TW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,028 | 2,268 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $266,852 | 2,268 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $243,900 | 2,268 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $251,702 | 2,268 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $332,035 | 2,268 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $336,707 | 2,268 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $296,926 | 2,268 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $280,483 | 2,268 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $240,620 | 2,270 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $236,465 | 2,270 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $206,297 | 2,270 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||