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Savvy Advisors, Inc.: TFI position timeline

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

Savvy Advisors, Inc. held 114,540 TFI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,540 shares
    Change vs previous 13F +566 shares

    0.11% of the 13F portfolio, value $5,245,934.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 113,974 shares
    Change vs previous 13F +47,048 shares

    0.14% of the 13F portfolio, value $5,167,573.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, Inc.
    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 66,926 shares
    Change vs previous 13F -5,275 shares

    0.1% of the 13F portfolio, value $3,059,187.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, Inc.
    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 72,201 shares
    Change vs previous 13F +12,878 shares

    0.15% of the 13F portfolio, value $3,290,200.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, Inc.
    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 59,323 shares
    Change vs previous 13F +35,231 shares

    0.18% of the 13F portfolio, value $2,649,958.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, Inc.
    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 24,092 shares
    Change vs previous 13F -170 shares

    0.11% of the 13F portfolio, value $1,085,826.

    13F-HR 0002003633-25-000004 filed by Savvy Advisors, Inc.
    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 24,262 shares
    Change vs previous 13F -87 shares

    0.13% of the 13F portfolio, value $1,106,832.

    13F-HR 0002003633-25-000002 filed by Savvy Advisors, Inc.
    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 24,349 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,140,264.

    13F-HR 0002003633-24-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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