Skip to content
Disclosery

Aegis Wealth Management LLC: TFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aegis Wealth Management LLC on TFC, newest first. How the timeline and the estimate are built.

Aegis Wealth Management LLC held 5,618 TFC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,618 shares
    Change vs previous 13F -87 shares

    0.13% of the 13F portfolio, value $279,889.

    13F-HR 0001628818-26-000004 filed by Aegis Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,705 shares
    Change vs previous 13F -94 shares

    0.15% of the 13F portfolio, value $262,259.

    13F-HR 0001628818-26-000003 filed by Aegis Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,799 shares
    Change vs previous 13F -243 shares

    0.16% of the 13F portfolio, value $285,369.

    13F-HR 0001628818-26-000001 filed by Aegis Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,042 shares
    Change vs previous 13F -1,234 shares

    0.15% of the 13F portfolio, value $276,241.

    13F-HR 0001628818-25-000004 filed by Aegis Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,276 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $299,408.

    13F-HR 0001085146-25-004679 filed by Aegis Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,276 shares
    Change vs previous 13F -1 shares

    0.18% of the 13F portfolio, value $299,408.

    13F-HR 0001085146-25-002751 filed by Aegis Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,277 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $315,677.

    13F-HR 0001085146-25-001819 filed by Aegis Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).