Long-term investor
Tl Private Wealth @tlprivatewealth
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001802868).
Record
- Tracked since 2025-06-30 (448 days), 23 trades recorded
- Returns: week n/a · month n/a · 90 days +4.4% · 6 months n/a · 1 year +11.6% · all +11.6%
- Max drawdown n/a · win rate 14% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908736 · 19.5% · long · since 2025-06-30
- 922908744 · 18.2% · long · since 2025-06-30
- 922908629 · 14.4% · long · since 2025-06-30
- 33738D309 · 9.5% · long · since 2025-06-30
- 922042775 · 7.7% · long · since 2025-06-30
- 92206C409 · 6.6% · long · since 2025-06-30
- 33739Q200 · 6.4% · long · since 2025-06-30
- 46435G250 · 4.1% · long · since 2025-06-30
- 78462F103 · 2.8% · long · since 2025-06-30
- 78464A763 · 2.2% · long · since 2025-06-30
- 464287663 · 0.7% · long · since 2025-06-30
- 46432F842 · 0.5% · long · since 2025-06-30