DOPKINS WEALTH MANAGEMENT, LLC: TFI position timeline

DOPKINS WEALTH MANAGEMENT, LLC held 15,732 TFI shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 15,732 shares

   Change vs previous 13F -1,126 shares

   0.26% of the 13F portfolio, value $720,526.

   13F-HR 0001904152-26-000003 filed by DOPKINS WEALTH MANAGEMENT, LLC
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 16,858 shares

   Change vs previous 13F +540 shares

   0.31% of the 13F portfolio, value $764,342.

   13F-HR 0001904152-26-000002 filed by DOPKINS WEALTH MANAGEMENT, LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 16,318 shares

   Change vs previous 13F +491 shares

   0.3% of the 13F portfolio, value $745,896.

   13F-HR 0001904152-26-000001 filed by DOPKINS WEALTH MANAGEMENT, LLC
   Filed 2026-01-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 15,827 shares

   Change vs previous 13F +10,428 shares

   0.3% of the 13F portfolio, value $721,236.

   13F-HR 0001904152-25-000006 filed by DOPKINS WEALTH MANAGEMENT, LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 5,399 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $241,173.

   13F-HR 0001904152-25-000004 filed by DOPKINS WEALTH MANAGEMENT, LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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