NOVARE CAPITAL MANAGEMENT LLC: TFC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NOVARE CAPITAL MANAGEMENT LLC on TFC, newest first. How the timeline and the estimate are built.
NOVARE CAPITAL MANAGEMENT LLC held 27,595 TFC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 27,595 sharesChange vs previous 13F -2,081 shares
0.1% of the 13F portfolio, value $1,374,777.
13F-HR 0001951757-26-001176 filed by NOVARE CAPITAL MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 29,676 sharesChange vs previous 13F -8,250 shares
0.11% of the 13F portfolio, value $1,364,201.
13F-HR 0001951757-26-000640 filed by NOVARE CAPITAL MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 37,926 sharesChange vs previous 13F -1,408 shares
0.14% of the 13F portfolio, value $1,866,356.
13F-HR 0001951757-26-000360 filed by NOVARE CAPITAL MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 39,334 sharesChange vs previous 13F -4,723 shares
0.14% of the 13F portfolio, value $1,798,369.
13F-HR 0001951757-25-001264 filed by NOVARE CAPITAL MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 44,057 sharesChange vs previous 13F -8,536 shares
0.15% of the 13F portfolio, value $1,894,026.
13F-HR 0001951757-25-000991 filed by NOVARE CAPITAL MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 52,593 sharesChange vs previous 13F -18,217 shares
0.19% of the 13F portfolio, value $2,164,189.
13F-HR 0001951757-25-000471 filed by NOVARE CAPITAL MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 70,810 sharesChange vs previous 13F -228,494 shares
0.26% of the 13F portfolio, value $3,071,738.
13F-HR 0001951757-25-000086 filed by NOVARE CAPITAL MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 299,304 sharesChange vs previous 13F not available
1.08% of the 13F portfolio, value $12,801,213.
13F-HR 0001951757-24-001017 filed by NOVARE CAPITAL MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).