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Leverty Financial Group, LLC: TAFM position timeline

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

Leverty Financial Group, LLC held 238,217 TAFM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 238,217 shares
    Change vs previous 13F +163,099 shares

    1.04% of the 13F portfolio, value $5,714,826.

    13F-HR 0002085853-26-001117 filed by Leverty Financial Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 75,118 shares
    Change vs previous 13F +18,936 shares

    0.38% of the 13F portfolio, value $1,929,030.

    13F-HR 0002085853-26-000686 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 56,182 shares
    Change vs previous 13F -36,092 shares

    0.31% of the 13F portfolio, value $1,421,124.

    13F-HR 0002085853-26-000307 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 92,274 shares
    Change vs previous 13F +83,692 shares

    0.56% of the 13F portfolio, value $2,345,605.

    13F-HR 0002085853-26-000020 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 8,582 shares
    Change vs previous 13F -315,590 shares

    0.06% of the 13F portfolio, value $218,154.

    13F-HR 0002085853-25-000022 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 324,172 shares
    Change vs previous 13F +10,666 shares

    2.41% of the 13F portfolio, value $8,079,339.

    13F-HR 0001908386-25-000004 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 313,506 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $7,889,378.

    13F-HR 0001908386-25-000003 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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