Current Market Value 326,767,636
Current Holdings 325
Most Recent File Date 2025-08-14
Total Filings on Record 20
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Fwl Investment Management, Llc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-14 2025-06-30 13F-HR 325 326,768
2025-05-15 2025-03-31 13F-HR 289 269,163
2025-02-14 2024-12-31 13F-HR 309 274,768
2024-11-14 2024-09-30 13F-HR 297 261,082
2024-08-13 2024-06-30 13F-HR 239 198,348
2024-05-13 2024-03-31 13F-HR 230 181,455
2024-02-13 2023-12-31 13F-HR 236 171,641
2023-11-13 2023-09-30 13F-HR 195 148,981
2023-08-10 2023-06-30 13F-HR 50 146,546
2023-05-10 2023-03-31 13F-HR 74 135,684
2023-02-15 2022-12-31 13F-HR 190 131,953
2022-11-14 2022-09-30 13F-HR 61 113,085
2022-08-08 2022-06-30 13F-HR 43 137,760
2022-05-11 2022-03-31 13F-HR 45 161,906
2022-02-08 2021-12-31 13F-HR 51 163,672
2021-11-10 2021-09-30 13F-HR 47 158,984
2021-08-05 2021-06-30 13F-HR 49 164,708
2021-05-14 2021-03-31 13F-HR 46 148,474
2021-02-10 2020-12-31 13F-HR/A 1 R 48 130,593
2021-01-19 2020-12-31 13F-HR 49 131,593