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Evensky & Katz LLC: TFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evensky & Katz LLC on TFI, newest first. How the timeline and the estimate are built.

Evensky & Katz LLC held 66,957 TFI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,957 shares
    Change vs previous 13F +4,366 shares

    0.16% of the 13F portfolio, value $3,067,000.

    13F-HR 0001357867-26-000008 filed by Evensky & Katz 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 62,591 shares
    Change vs previous 13F +2,131 shares

    0.16% of the 13F portfolio, value $2,838,000.

    13F-HR 0001357867-26-000006 filed by Evensky & Katz 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 60,460 shares
    Change vs previous 13F +1,231 shares

    0.16% of the 13F portfolio, value $2,764,000.

    13F-HR 0001357867-26-000003 filed by Evensky & Katz 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 59,229 shares
    Change vs previous 13F +9,837 shares

    0.16% of the 13F portfolio, value $2,699,000.

    13F-HR 0001357867-25-000011 filed by Evensky & Katz 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 49,392 shares
    Change vs previous 13F -6,993 shares

    0.13% of the 13F portfolio, value $2,206,000.

    13F-HR 0001357867-25-000005 filed by Evensky & Katz 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 56,385 shares
    Change vs previous 13F -2,568 shares

    0.17% of the 13F portfolio, value $2,541,000.

    13F-HR 0001357867-25-000004 filed by Evensky & Katz 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 58,953 shares
    Change vs previous 13F +1,820 shares

    0.18% of the 13F portfolio, value $2,689,000.

    13F-HR 0001357867-25-000003 filed by Evensky & Katz 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 57,133 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,676,000.

    13F-HR 0001357867-24-000006 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

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