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Centerpoint Advisory Group: TCAF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Centerpoint Advisory Group on TCAF, newest first. How the timeline and the estimate are built.

Centerpoint Advisory Group held 115,720 TCAF shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,720 shares
    Change vs previous 13F +2,183 shares

    3.02% of the 13F portfolio, value $4,756,112.

    13F-HR 0002085853-26-000899 filed by Centerpoint Advisory Group
    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 113,537 shares
    Change vs previous 13F +1,462 shares

    3.04% of the 13F portfolio, value $4,040,802.

    13F-HR 0002085853-26-000522 filed by Centerpoint Advisory Group
    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 112,075 shares
    Change vs previous 13F +6,375 shares

    3.3% of the 13F portfolio, value $4,283,523.

    13F-HR 0002085853-26-000190 filed by Centerpoint Advisory Group
    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 105,700 shares
    Change vs previous 13F +7,966 shares

    3.1% of the 13F portfolio, value $3,984,896.

    13F-HR 0002085853-25-000219 filed by Centerpoint Advisory Group
    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 97,734 shares
    Change vs previous 13F +2,729 shares

    2.99% of the 13F portfolio, value $3,448,057.

    13F-HR 0001667731-25-001053 filed by Centerpoint Advisory Group
    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 95,005 shares
    Change vs previous 13F +4,520 shares

    3.02% of the 13F portfolio, value $3,066,763.

    13F-HR 0001667731-25-000479 filed by Centerpoint Advisory Group
    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 90,485 shares
    Change vs previous 13F not available

    2.91% of the 13F portfolio, value $3,010,439.

    13F-HR 0001667731-25-000186 filed by Centerpoint Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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