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Livermore
Livermore
ZHEN

Monticello Wealth Management, LLC

SEC CIK
0001791996
Latest filing
Aug 4, 2026

TPL holding history

Texas Pacific Land Corp in every 13F filed by Monticello Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TPL overviewAll 13F holders of TPLFull Q2 2026 holdings

Shares (Q2 2026)
17,487
Value
$7.65M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of TPL by Monticello Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,487$7.65M0.4%+47+0.3%AddedHolders
Q1 202617,440$8.28M0.5%+70.0%AddedHolders
Q4 202517,433$5.01M0.3%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q3 20255,811$5.43M0.4%−600−9.4%ReducedHolders
Q2 20256,411$6.77M0.5%00.0%UnchangedHolders
Q1 20256,411$8.49M0.7%00.0%UnchangedHolders
Q4 20246,411$7.09M0.6%−1,236−16.2%ReducedHolders
Q3 20247,647$6.77M0.6%00.0%UnchangedHolders
Q2 20247,647$5.61M0.5%00.0%UnchangedHolders
Q1 20247,647$4.42M0.4%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q4 20232,549$4.01M0.4%−63−2.4%ReducedHolders
Q3 20232,612$4.76M0.5%00.0%UnchangedHolders
Q2 20232,612$3.44M0.4%−48−1.8%ReducedHolders
Q1 20232,660$6.24M0.7%00.0%UnchangedHolders
Q4 20222,660$6.24M0.7%00.0%UnchangedHolders
Q3 20222,660$4.73M0.6%−110−4.0%ReducedHolders
Q2 20222,770$4.12M0.4%00.0%UnchangedHolders
Q1 20222,770$3.75M0.4%+100+3.7%AddedHolders
Q4 20212,670$3.33M0.3%00.0%UnchangedHolders
Q3 20212,670$3.23M0.3%00.0%UnchangedHolders
Q2 20212,670$4.27M0.4%+170+6.8%AddedHolders
Q1 20212,500$3.97M0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.