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SPEECE THORSON CAPITAL GROUP INC: TFX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SPEECE THORSON CAPITAL GROUP INC on TFX, newest first. How the timeline and the estimate are built.

SPEECE THORSON CAPITAL GROUP INC held 104,065 TFX shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,065 shares
    Change vs previous 13F -2,212 shares

    2.82% of the 13F portfolio, value $13,191,000.

    13F-HR 0000900169-26-000003 filed by SPEECE THORSON CAPITAL GROUP 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 106,277 shares
    Change vs previous 13F +22,676 shares

    2.9% of the 13F portfolio, value $12,712,000.

    13F-HR 0000900169-26-000002 filed by SPEECE THORSON CAPITAL GROUP 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 83,601 shares
    Change vs previous 13F -5,156 shares

    2.21% of the 13F portfolio, value $10,203,000.

    13F-HR 0000900169-26-000001 filed by SPEECE THORSON CAPITAL GROUP 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 88,757 shares
    Change vs previous 13F -1,086 shares

    2.17% of the 13F portfolio, value $10,860,000.

    13F-HR 0000900169-25-000007 filed by SPEECE THORSON CAPITAL GROUP 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 89,843 shares
    Change vs previous 13F +2,096 shares

    2.17% of the 13F portfolio, value $10,634,000.

    13F-HR 0000900169-25-000003 filed by SPEECE THORSON CAPITAL GROUP 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 87,747 shares
    Change vs previous 13F +14,969 shares

    2.5% of the 13F portfolio, value $12,126,000.

    13F-HR 0000900169-25-000002 filed by SPEECE THORSON CAPITAL GROUP 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 72,778 shares
    Change vs previous 13F +24,874 shares

    2.56% of the 13F portfolio, value $12,953,000.

    13F-HR 0000900169-25-000001 filed by SPEECE THORSON CAPITAL GROUP 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 47,904 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $11,848,000.

    13F-HR 0000900169-24-000004 filed by SPEECE THORSON CAPITAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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