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Disclosery

Forge Financial Services LLC: TCAF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Forge Financial Services LLC on TCAF, newest first. How the timeline and the estimate are built.

Forge Financial Services LLC held 306,884 TCAF shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 306,884 shares
    Change vs previous 13F -4,872 shares

    1.09% of the 13F portfolio, value $12,613,058.

    13F-HR 0002055357-26-000004 filed by Forge Financial Services 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 311,756 shares
    Change vs previous 13F -4,885 shares

    1.12% of the 13F portfolio, value $11,095,511.

    13F-HR 0002055357-26-000002 filed by Forge Financial Services 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 316,641 shares
    Change vs previous 13F +1,596 shares

    5.17% of the 13F portfolio, value $12,102,149.

    13F-HR 0002055357-26-000001 filed by Forge Financial Services 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 315,045 shares
    Change vs previous 13F +24,717 shares

    5.61% of the 13F portfolio, value $11,968,287.

    13F-HR 0002055357-25-000002 filed by Forge Financial Services 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 290,328 shares
    Change vs previous 13F +38,945 shares

    7.77% of the 13F portfolio, value $10,344,141.

    13F-HR 0001085146-25-004792 filed by Forge Financial Services 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 251,383 shares
    Change vs previous 13F +10,219 shares

    7.16% of the 13F portfolio, value $8,114,380.

    13F-HR 0001085146-25-002634 filed by Forge Financial Services 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 241,164 shares
    Change vs previous 13F not available

    6.94% of the 13F portfolio, value $8,253,486.

    13F-HR 0001085146-25-001088 filed by Forge Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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