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BlueChip Wealth Advisors LLC: TFC position timeline

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

BlueChip Wealth Advisors LLC held 41,280 TFC shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,280 shares
    Change vs previous 13F -7,500 shares

    0.78% of the 13F portfolio, value $2,056,589.

    13F-HR 0002015578-26-000008 filed by BlueChip Wealth 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 48,780 shares
    Change vs previous 13F -2,466 shares

    0.98% of the 13F portfolio, value $2,242,436.

    13F-HR 0002015578-26-000004 filed by BlueChip Wealth 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 51,246 shares
    Change vs previous 13F +927 shares

    1.06% of the 13F portfolio, value $2,521,835.

    13F-HR 0002015578-26-000002 filed by BlueChip Wealth Advisors 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 50,319 shares
    Change vs previous 13F -1,877 shares

    0.98% of the 13F portfolio, value $2,300,603.

    13F-HR 0002015578-25-000005 filed by BlueChip Wealth Advisors 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 52,196 shares
    Change vs previous 13F -839 shares

    1% of the 13F portfolio, value $2,243,923.

    13F-HR 0001085146-25-004332 filed by BlueChip Wealth Advisors 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 53,035 shares
    Change vs previous 13F -3,259 shares

    1.07% of the 13F portfolio, value $2,182,406.

    13F-HR 0001085146-25-002624 filed by BlueChip Wealth Advisors 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 56,294 shares
    Change vs previous 13F -3,657 shares

    1.35% of the 13F portfolio, value $2,442,050.

    13F-HR 0001085146-25-001054 filed by BlueChip Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 59,951 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $2,564,123.

    13F-HR 0001085146-24-005754 filed by BlueChip Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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