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Proquility Private Wealth Partners, LLC: TFC position timeline

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

Proquility Private Wealth Partners, LLC held 103,686 TFC shares at 2025-03-31 per its 13F-HR filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 103,686 shares
    Change vs previous 13F +3,978 shares

    1.31% of the 13F portfolio, value $4,266,679.

    13F-HR 0001172661-25-002154 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 99,708 shares
    Change vs previous 13F -988 shares

    1.39% of the 13F portfolio, value $4,325,333.

    13F-HR 0001172661-25-000242 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 100,696 shares
    Change vs previous 13F -129 shares

    1.38% of the 13F portfolio, value $4,306,768.

    13F-HR 0001172661-24-004260 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 100,825 shares
    Change vs previous 13F +25,759 shares

    1.34% of the 13F portfolio, value $3,917,051.

    13F-HR 0001172661-24-003180 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 75,066 shares
    Change vs previous 13F +25,763 shares

    1% of the 13F portfolio, value $2,926,073.

    13F-HR 0001172661-24-001995 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 49,303 shares
    Change vs previous 13F -9,917 shares

    0.69% of the 13F portfolio, value $1,820,267.

    13F-HR 0001172661-24-000686 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 59,220 shares
    Change vs previous 13F -1,341 shares

    0.69% of the 13F portfolio, value $1,694,284.

    13F-HR 0001172661-23-003973 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 60,561 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,838,026.

    13F-HR 0001172661-23-003254 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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