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PLANWISER FINANCIAL, LLC: TMFC position timeline

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

PLANWISER FINANCIAL, LLC held 40,670 TMFC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,670 shares
    Change vs previous 13F -46,968 shares

    2.15% of the 13F portfolio, value $3,097,427.

    13F-HR 0002043741-26-000001 filed by PLANWISER FINANCIAL, 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 87,638 shares
    Change vs previous 13F +66,148 shares

    4.58% of the 13F portfolio, value $6,327,464.

    13F-HR 0001986152-26-000083 filed by PLANWISER FINANCIAL, 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/A 21,490 shares
    Change vs previous 13F +243 shares

    1.13% of the 13F portfolio, value $1,515,045.

    13F-HR/A 0001986152-26-000035 filed by PLANWISER FINANCIAL, 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 21,247 shares
    Change vs previous 13F -671 shares

    1.23% of the 13F portfolio, value $1,548,481.

    13F-HR 0001986152-25-000105 filed by PLANWISER FINANCIAL, 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 21,918 shares
    Change vs previous 13F -428 shares

    1.24% of the 13F portfolio, value $1,456,889.

    13F-HR 0001986152-25-000068 filed by PLANWISER FINANCIAL, 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 22,346 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $1,282,213.

    13F-HR 0002043741-25-000001 filed by PLANWISER FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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