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McCarthy Asset Management, Inc.: TCAF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McCarthy Asset Management, Inc. on TCAF, newest first. How the timeline and the estimate are built.

McCarthy Asset Management, Inc. held 537,516 TCAF shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 537,516 shares
    Change vs previous 13F -38,038 shares

    10.47% of the 13F portfolio, value $22,091,912.

    13F-HR 0001951757-26-001203 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 575,554 shares
    Change vs previous 13F +34,382 shares

    11.48% of the 13F portfolio, value $21,997,666.

    13F-HR 0001843169-26-000001 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 541,172 shares
    Change vs previous 13F +1,501 shares

    13.1% of the 13F portfolio, value $20,402,189.

    13F-HR 0001843169-25-000003 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 539,671 shares
    Change vs previous 13F -7,417 shares

    12.93% of the 13F portfolio, value $19,039,578.

    13F-HR 0001095449-25-000055 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 547,088 shares
    Change vs previous 13F -8,998 shares

    12.79% of the 13F portfolio, value $17,659,985.

    13F-HR 0001095449-25-000036 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 556,086 shares
    Change vs previous 13F -21,746 shares

    13.05% of the 13F portfolio, value $18,500,985.

    13F-HR 0001095449-25-000010 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 577,832 shares
    Change vs previous 13F not available

    11.95% of the 13F portfolio, value $19,212,906.

    13F-HR 0001095449-24-000088 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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