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Disclosery

Charis Legacy Partners, LLC: TBG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charis Legacy Partners, LLC on TBG, newest first. How the timeline and the estimate are built.

Charis Legacy Partners, LLC held 13,518 TBG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,518 shares
    Change vs previous 13F +3,665 shares

    0.61% of the 13F portfolio, value $492,883.

    13F-HR 0001754960-26-000458 filed by Charis Legacy Partners, 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 9,853 shares
    Change vs previous 13F +2,049 shares

    0.5% of the 13F portfolio, value $343,470.

    13F-HR 0001754960-26-000210 filed by Charis Legacy Partners, 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 7,804 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $260,561.

    13F-HR 0001754960-26-000015 filed by Charis Legacy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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