TL Private Wealth

13F Filings History

Latest 13F report
Q3 2024 - Oct 8, 2024
Value $
$223M
Signature - Title
Brad Little - Managing Partner
Location
Southlake, TX
Summary
This page shows a list of all the recent 13F filings made by TL Private Wealth. Form 13F is required to be filed within 45 days of the end of a calendar quarter. TL Private Wealth reported 44 stock holdings with total value $223M as of Q3 2024. Top holdings included VUG, VTV, VO, FTSL, and VEU.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 44 $223M +$2.23M -$2.65M -$423K VUG, VTV, VO, FTSL, VEU 13F-HR 10/8/2024, 11:22 AM
Q2 2024 44 $221M +$9.38M -$883K +$8.5M VUG, VTV, VO, FTSL, VEU 13F-HR 7/17/2024, 09:59 AM
Q1 2024 41 $202M +$4.14M -$5.59M -$1.45M VUG, VTV, VO, FTSL, VEU 13F-HR 4/10/2024, 11:22 AM
Q4 2023 47 $194M +$6.16M -$697K +$5.47M VUG, VTV, VO, FTSL, LMBS 13F-HR 1/10/2024, 11:06 AM
Q3 2023 38 $175M +$4.32M -$5.86M -$1.54M VUG, VTV, VO, FTSL, LMBS 13F-HR 10/10/2023, 11:22 AM
Q2 2023 39 $180M +$1.67M -$5.43M -$3.77M VUG, VTV, VO, FTSL, VEU 13F-HR 7/11/2023, 10:44 AM
Q1 2023 43 $177M +$3.45M -$3.24M +$205K VUG, VTV, VO, FTSL, LMBS 13F-HR 4/11/2023, 11:52 AM
Q4 2022 47 $172M +$8.85M -$10.3M -$1.47M VUG, VTV, VO, FTSL, LMBS 13F-HR 1/10/2023, 11:15 AM
Q3 2022 40 $161M +$1.8M -$5.46M -$3.66M VTV, VUG, VO, FTSL, LMBS 13F-HR 10/11/2022, 03:13 PM
Q2 2022 42 $172M +$5.34M -$3.25M +$2.09M VTV, VUG, VO, FTSL, LMBS 13F-HR 7/13/2022, 10:57 AM
Q1 2022 48 $189M +$18.7M -$6.14M +$12.6M VTV, VUG, VO, FTSL, LMBS 13F-HR 4/18/2022, 10:41 AM
Q4 2021 50 $177M +$8.5M -$5.34M +$3.17M VTV, VUG, VO, LMBS, FTSL 13F-HR 1/26/2022, 02:51 PM
Q3 2021 50 $183M +$7.89M -$1.92M +$5.97M VUG, VTV, VO, LMBS, VEU 13F-HR 10/27/2021, 12:27 PM
Q2 2021 47 $171M +$5.18M -$1.03M +$4.15M VUG, VTV, VO, LMBS, VEU 13F-HR 7/13/2021, 11:00 AM
Q1 2021 50 $163M +$5.4M -$7.73M -$2.33M VUG, VTV, VO, LMBS, VEU 13F-HR 4/13/2021, 09:35 AM
Q4 2020 47 $158M +$3.18M -$971K +$2.21M VUG, VTV, VO, VEU, LMBS 13F-HR 1/21/2021, 12:32 PM
Q3 2020 46 $143M +$10.5M -$457K +$10M VUG, VTV, VO, VEU, LMBS 13F-HR 10/13/2020, 11:29 AM
Q2 2020 42 $125M +$7.76M -$6.26M +$1.5M VUG, VTV, VO, VEU, LMBS 13F-HR 7/28/2020, 10:47 AM
Q1 2020 40 $110M +$15M -$3.51M +$11.5M VUG, VTV, VO, VEU, LMBS 13F-HR 5/6/2020, 10:36 AM
Q4 2019 44 $115M $0 $0 VTV, VUG, VO, VEU, LMBS 13F-HR 2/11/2020, 03:55 PM