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Guided Capital Wealth Management, LLC: TCBX position timeline

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

Guided Capital Wealth Management, LLC held 22,235 TCBX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,235 shares
    Change vs previous 13F -2,400 shares

    0.53% of the 13F portfolio, value $898,294.

    13F-HR 0001951757-26-001037 filed by Guided Capital Wealth Management, 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 24,635 shares
    Change vs previous 13F -5,000 shares

    0.61% of the 13F portfolio, value $931,942.

    13F-HR 0001951757-26-000763 filed by Guided Capital Wealth Management, 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 29,635 shares
    Change vs previous 13F +6,500 shares

    0.79% of the 13F portfolio, value $1,126,426.

    13F-HR 0001951757-26-000160 filed by Guided Capital Wealth Management, 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 23,135 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $878,436.

    13F-HR 0001849618-25-000005 filed by Guided Capital Wealth Management, 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 23,135 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $755,820.

    13F-HR 0001667731-25-000771 filed by Guided Capital Wealth Management, 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 23,135 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $772,015.

    13F-HR 0001667731-25-000466 filed by Guided Capital Wealth Management, 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 23,135 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $785,433.

    13F-HR 0001667731-25-000152 filed by Guided Capital Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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