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Glass Wealth Management Co LLC: TFC position timeline

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

Glass Wealth Management Co LLC held 80,017 TFC shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,017 shares
    Change vs previous 13F +2,672 shares

    1.34% of the 13F portfolio, value $3,986,447.

    13F-HR 0002017692-26-000003 filed by Glass Wealth Management Co 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 77,345 shares
    Change vs previous 13F +1,040 shares

    1.38% of the 13F portfolio, value $3,555,550.

    13F-HR 0002017692-26-000002 filed by Glass Wealth Management Co 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 76,305 shares
    Change vs previous 13F -640 shares

    1.54% of the 13F portfolio, value $3,754,969.

    13F-HR 0002017692-26-000001 filed by Glass Wealth Management Co 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 76,945 shares
    Change vs previous 13F +942 shares

    1.57% of the 13F portfolio, value $3,517,925.

    13F-HR 0002017692-25-000006 filed by Glass Wealth Management Co 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 76,003 shares
    Change vs previous 13F +1,695 shares

    1.74% of the 13F portfolio, value $3,267,369.

    13F-HR 0002017692-25-000005 filed by Glass Wealth Management Co 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 74,308 shares
    Change vs previous 13F +6,330 shares

    1.83% of the 13F portfolio, value $3,057,774.

    13F-HR 0002017692-25-000004 filed by Glass Wealth Management Co 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 67,978 shares
    Change vs previous 13F +5,900 shares

    1.6% of the 13F portfolio, value $2,948,886.

    13F-HR 0002017692-25-000001 filed by Glass Wealth Management Co 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 62,078 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $2,655,076.

    13F-HR 0002017692-24-000005 filed by Glass Wealth Management Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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