TL Private Wealth

Business address
165 S Kimball Ave, Ste 120, Southlake, TX, 76092
Top securities (13F)
VUG, VTV, VO, FTSL, VEU, VCSH, LMBS, HYDB, SPY, SDY, IUSV, IEFA, IVW, IUSG, IJR, IJH, LMT, AAPL, MSFT, and FMB
State of incorporation
TX
Fiscal year end
31 December
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TL Private Wealth has filed 26 SEC EDGAR filings since 11 Feb 2020

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 14 Oct 2025 30 Sep 2025 028-19851
N-PX Open Document Open Filing 19 Aug 2025 30 Jun 2025 028-19851
13F-HR Open Document Open Filing 08 Jul 2025 30 Jun 2025 028-19851
13F-HR Open Document Open Filing 09 Apr 2025 31 Mar 2025 028-19851
13F-HR Open Document Open Filing 16 Jan 2025 31 Dec 2024 028-19851
13F-HR Open Document Open Filing 08 Oct 2024 30 Sep 2024 028-19851
N-PX Open Document Open Filing 29 Jul 2024 30 Jun 2024 028-19851
13F-HR Open Document Open Filing 17 Jul 2024 30 Jun 2024 028-19851
13F-HR Open Document Open Filing 10 Apr 2024 31 Mar 2024 028-19851
13F-HR Open Document Open Filing 10 Jan 2024 31 Dec 2023 028-19851
13F-HR Open Document Open Filing 10 Oct 2023 30 Sep 2023 028-19851
13F-HR Open Document Open Filing 11 Jul 2023 30 Jun 2023 028-19851
13F-HR Open Document Open Filing 11 Apr 2023 31 Mar 2023 028-19851
13F-HR Open Document Open Filing 10 Jan 2023 31 Dec 2022 028-19851
13F-HR Open Document Open Filing 11 Oct 2022 30 Sep 2022 028-19851
13F-HR Open Document Open Filing 13 Jul 2022 30 Jun 2022 028-19851
13F-HR Open Document Open Filing 18 Apr 2022 31 Mar 2022 028-19851
13F-HR Open Document Open Filing 26 Jan 2022 31 Dec 2021 028-19851
13F-HR Open Document Open Filing 27 Oct 2021 30 Sep 2021 028-19851
13F-HR Open Document Open Filing 13 Jul 2021 30 Jun 2021 028-19851
13F-HR Open Document Open Filing 13 Apr 2021 31 Mar 2021 028-19851
13F-HR Open Document Open Filing 21 Jan 2021 31 Dec 2020 028-19851
13F-HR Open Document Open Filing 13 Oct 2020 30 Sep 2020 028-19851
13F-HR Open Document Open Filing 28 Jul 2020 30 Jun 2020 028-19851
13F-HR Open Document Open Filing 06 May 2020 31 Mar 2020 028-19851
13F-HR Open Document Open Filing 11 Feb 2020 31 Dec 2019 028-19851