Position in WTW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$779,405
-$144,439 QoQ
Shares Held
2,982
-6.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#342
of 687 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Tempo Wealth, LLC holds $1,269,909 across 3 Insurance Brokers names. WTW ranks #1 (61.4% of the industry book) .
All Filings in WTW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $779,405 | 2,982 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $923,844 | 3,178 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,044,290 | 3,178 | Shares | Sole | 2026-02-25 | |
| No filing history on record for this holder in this stock. | ||||||