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NewEdge Advisors, LLC: TFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NewEdge Advisors, LLC on TFC, newest first. How the timeline and the estimate are built.

NewEdge Advisors, LLC held 253,065 TFC shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 253,065 shares
    Change vs previous 13F +25,995 shares

    0.04% of the 13F portfolio, value $12,607,724.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, 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/A 227,070 shares
    Change vs previous 13F -4,620 shares

    0.04% of the 13F portfolio, value $10,438,389.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, 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 231,690 shares
    Change vs previous 13F +12,170 shares

    0.04% of the 13F portfolio, value $11,401,465.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, 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 219,520 shares
    Change vs previous 13F +57,264 shares

    0.05% of the 13F portfolio, value $10,036,454.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, 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 162,256 shares
    Change vs previous 13F -28,463 shares

    0.04% of the 13F portfolio, value $6,975,386.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, 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 190,719 shares
    Change vs previous 13F +30,631 shares

    0.05% of the 13F portfolio, value $7,848,106.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, 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 160,088 shares
    Change vs previous 13F +2,443 shares

    0.04% of the 13F portfolio, value $6,944,614.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, 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 157,645 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $6,742,473.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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