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Fee-Only Financial Planning, L.C.: TFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fee-Only Financial Planning, L.C. on TFC, newest first. How the timeline and the estimate are built.

Fee-Only Financial Planning, L.C. held 14,268 TFC 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 14,268 shares
    Change vs previous 13F +762 shares

    0.38% of the 13F portfolio, value $710,832.

    13F-HR 0001954044-26-000003 filed by Fee-Only Financial Planning, L.C.
    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 13,506 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $620,871.

    13F-HR 0001954044-26-000002 filed by Fee-Only Financial Planning, L.C.
    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 13,506 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $664,630.

    13F-HR 0001954044-26-000001 filed by Fee-Only Financial Planning, L.C.
    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 13,506 shares
    Change vs previous 13F -1,865 shares

    0.36% of the 13F portfolio, value $617,494.

    13F-HR 0001954044-25-000006 filed by Fee-Only Financial Planning, L.C.
    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 15,371 shares
    Change vs previous 13F +330 shares

    0.41% of the 13F portfolio, value $660,799.

    13F-HR 0001954044-25-000004 filed by Fee-Only Financial Planning, L.C.
    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 15,041 shares
    Change vs previous 13F -845 shares

    0.42% of the 13F portfolio, value $618,937.

    13F-HR 0001954044-25-000003 filed by Fee-Only Financial Planning, L.C.
    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 15,886 shares
    Change vs previous 13F -1,260 shares

    0.45% of the 13F portfolio, value $689,135.

    13F-HR 0001954044-25-000001 filed by Fee-Only Financial Planning, L.C.
    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 17,146 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $733,334.

    13F-HR 0001954044-24-000007 filed by Fee-Only Financial Planning, L.C.
    Filed (acceptance time not in the bulk data set), ingested

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