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National Wealth Management Group, LLC: TCAF position timeline

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

National Wealth Management Group, LLC held 250,394 TCAF shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 250,394 shares
    Change vs previous 13F -104,128 shares

    3.18% of the 13F portfolio, value $10,291,200.

    13F-HR 0001977723-26-000004 filed by National Wealth Management Group, 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 354,522 shares
    Change vs previous 13F +3,101 shares

    4.7% of the 13F portfolio, value $12,617,448.

    13F-HR 0001977723-26-000002 filed by National Wealth Management 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 ended2025-12-31
    13F 351,421 shares
    Change vs previous 13F -14,609 shares

    4.66% of the 13F portfolio, value $13,431,300.

    13F-HR 0001977723-26-000001 filed by National Wealth Management 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 ended2025-09-30
    13F 366,030 shares
    Change vs previous 13F +40,083 shares

    5.2% of the 13F portfolio, value $13,799,330.

    13F-HR 0001977723-25-000006 filed by National Wealth Management 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 ended2025-06-30
    13F 325,947 shares
    Change vs previous 13F +8,725 shares

    6.44% of the 13F portfolio, value $11,499,409.

    13F-HR 0001977723-25-000004 filed by National Wealth Management 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 ended2025-03-31
    13F 317,222 shares
    Change vs previous 13F +16,715 shares

    6.73% of the 13F portfolio, value $10,239,925.

    13F-HR 0001848831-25-000007 filed by National Wealth Management 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 ended2024-12-31
    13F 300,507 shares
    Change vs previous 13F +93,825 shares

    6.65% of the 13F portfolio, value $9,997,875.

    13F-HR 0001977723-25-000001 filed by National Wealth Management Group, 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 206,682 shares
    Change vs previous 13F not available

    4.65% of the 13F portfolio, value $6,872,172.

    13F-HR 0001730467-24-000005 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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