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Mason Investment Advisory Services, Inc.: TGRT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mason Investment Advisory Services, Inc. on TGRT, newest first. How the timeline and the estimate are built.

Mason Investment Advisory Services, Inc. held 5,646,517 TGRT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,646,517 shares
    Change vs previous 13F +29,931 shares

    9.82% of the 13F portfolio, value $258,158,776.

    13F-HR 0001140361-26-032728 filed by Mason Investment Advisory Services, Inc.
    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 5,616,586 shares
    Change vs previous 13F +224,702 shares

    10.19% of the 13F portfolio, value $220,788,012.

    13F-HR 0001140361-26-021278 filed by Mason Investment Advisory Services, Inc.
    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 5,391,884 shares
    Change vs previous 13F +11,490 shares

    11.32% of the 13F portfolio, value $238,590,872.

    13F-HR 0001140361-26-004973 filed by Mason Investment Advisory Services, Inc.
    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 5,380,394 shares
    Change vs previous 13F -112,176 shares

    11.7% of the 13F portfolio, value $234,800,408.

    13F-HR 0001140361-25-041541 filed by Mason Investment Advisory Services, Inc.
    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 5,492,570 shares
    Change vs previous 13F +71,169 shares

    12.1% of the 13F portfolio, value $222,011,317.

    13F-HR 0001140361-25-028811 filed by Mason Investment Advisory Services, Inc.
    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 5,421,401 shares
    Change vs previous 13F -72,695 shares

    11.22% of the 13F portfolio, value $185,954,047.

    13F-HR 0001140361-25-016854 filed by Mason Investment Advisory Services, Inc.
    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 5,494,096 shares
    Change vs previous 13F -99,239 shares

    12.2% of the 13F portfolio, value $208,061,416.

    13F-HR 0001140361-25-003388 filed by Mason Investment Advisory Services, Inc.
    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 5,593,335 shares
    Change vs previous 13F not available

    11.72% of the 13F portfolio, value $200,688,850.

    13F-HR 0001140361-24-046076 filed by Mason Investment Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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