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BARNES PETTEY FINANCIAL ADVISORS, LLC: TAFM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BARNES PETTEY FINANCIAL ADVISORS, LLC on TAFM, newest first. How the timeline and the estimate are built.

BARNES PETTEY FINANCIAL ADVISORS, LLC held 40,576 TAFM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,576 shares
    Change vs previous 13F +3,207 shares

    0.33% of the 13F portfolio, value $1,041,992.

    13F-HR 0001765380-26-000230 filed by BARNES PETTEY FINANCIAL ADVISORS, 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 37,369 shares
    Change vs previous 13F +5,807 shares

    0.41% of the 13F portfolio, value $945,249.

    13F-HR 0001765380-26-000124 filed by BARNES PETTEY FINANCIAL ADVISORS, 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 31,562 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $802,306.

    13F-HR 0001765380-26-000058 filed by BARNES PETTEY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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