Edge Capital Group, LLC: TFC position timeline

Edge Capital Group, LLC held 100 TFC shares at 2024-12-31 per its 13F-HR filed 2025-02-04.

the latest 13F is the newest step

1. period ended2024-12-31

   13F 100 shares

   Change vs previous 13F -400,235 shares

   13F-HR 0001765380-25-000038 filed by Edge Capital Group, LLC
   Filed 2025-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

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

2. period ended2024-09-30

   13F 400,335 shares

   Change vs previous 13F +37,999 shares

   0.76% of the 13F portfolio, value $17,122,348.

   13F-HR 0001765380-24-000438 filed by Edge Capital Group, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

3. period ended2024-06-30

   13F 362,336 shares

   Change vs previous 13F +14,728 shares

   0.68% of the 13F portfolio, value $14,076,760.

   13F-HR 0001765380-24-000332 filed by Edge Capital Group, LLC
   Filed 2024-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

4. period ended2024-03-31

   13F 347,608 shares

   Change vs previous 13F +27,975 shares

   0.67% of the 13F portfolio, value $13,549,743.

   13F-HR 0001765380-24-000211 filed by Edge Capital Group, LLC
   Filed 2024-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

5. period ended2023-12-31

   13F 319,633 shares

   Change vs previous 13F +68,637 shares

   0.66% of the 13F portfolio, value $11,800,853.

   13F-HR 0001765380-24-000102 filed by Edge Capital Group, LLC
   Filed 2024-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

6. period ended2023-09-30

   13F 250,996 shares

   Change vs previous 13F -28,570 shares

   0.47% of the 13F portfolio, value $7,180,995.

   13F-HR 0001765380-23-000232 filed by Edge Capital Group, LLC
   Filed 2023-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

7. period ended2023-06-30

   13F 279,566 shares

   Change vs previous 13F +264,610 shares

   0.49% of the 13F portfolio, value $8,484,819.

   13F-HR 0001765380-23-000154 filed by Edge Capital Group, LLC
   Filed 2023-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

8. period ended2023-03-31

   13F 14,956 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $509,984.

   13F-HR 0001765380-23-000091 filed by Edge Capital Group, LLC
   Filed 2023-05-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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