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FOCUS Wealth Advisors, LLC: TFI position timeline

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

FOCUS Wealth Advisors, LLC held 23,220 TFI shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,220 shares
    Change vs previous 13F +51 shares

    0.49% of the 13F portfolio, value $1,063,499.

    13F-HR 0001845643-26-000003 filed by FOCUS Wealth Advisors, 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 23,169 shares
    Change vs previous 13F -566 shares

    0.51% of the 13F portfolio, value $1,050,484.

    13F-HR 0001845643-26-000002 filed by FOCUS Wealth Advisors, 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 23,735 shares
    Change vs previous 13F +1,163 shares

    0.5% of the 13F portfolio, value $1,084,933.

    13F-HR 0001845643-26-000001 filed by FOCUS Wealth Advisors, 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 22,572 shares
    Change vs previous 13F +1,509 shares

    0.49% of the 13F portfolio, value $1,028,624.

    13F-HR 0001085146-25-005821 filed by FOCUS Wealth Advisors, 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 21,063 shares
    Change vs previous 13F +535 shares

    0.49% of the 13F portfolio, value $940,884.

    13F-HR 0001085146-25-003681 filed by FOCUS Wealth Advisors, 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 20,528 shares
    Change vs previous 13F +2,121 shares

    0.51% of the 13F portfolio, value $925,197.

    13F-HR 0001085146-25-002738 filed by FOCUS Wealth Advisors, 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 18,407 shares
    Change vs previous 13F -978 shares

    0.45% of the 13F portfolio, value $839,747.

    13F-HR 0001085146-25-000263 filed by FOCUS Wealth Advisors, 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 19,385 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $907,800.

    13F-HR 0001085146-24-004840 filed by FOCUS Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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