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Souders Financial Advisors: TCAF position timeline

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

Souders Financial Advisors held 810,097 TCAF shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 810,097 shares
    Change vs previous 13F +32,903 shares

    3.35% of the 13F portfolio, value $33,294,967.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 777,194 shares
    Change vs previous 13F +35,329 shares

    3.16% of the 13F portfolio, value $27,660,317.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 741,865 shares
    Change vs previous 13F +16,739 shares

    3.25% of the 13F portfolio, value $28,354,062.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    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 725,126 shares
    Change vs previous 13F -1,519 shares

    3.25% of the 13F portfolio, value $27,337,256.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    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 726,645 shares
    Change vs previous 13F +91,424 shares

    3.26% of the 13F portfolio, value $25,636,041.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    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 635,221 shares
    Change vs previous 13F +298,346 shares

    2.86% of the 13F portfolio, value $20,504,939.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    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 336,875 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $11,207,836.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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