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SWEENEY & MICHEL, LLC: TCBK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SWEENEY & MICHEL, LLC on TCBK, newest first. How the timeline and the estimate are built.

SWEENEY & MICHEL, LLC held 126,608 TCBK shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 126,608 shares
    Change vs previous 13F +526 shares

    1.9% of the 13F portfolio, value $7,250,833.

    13F-HR 0001754960-26-000720 filed by SWEENEY & MICHEL, 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 126,082 shares
    Change vs previous 13F +347 shares

    1.86% of the 13F portfolio, value $6,317,968.

    13F-HR 0001754960-26-000261 filed by SWEENEY & MICHEL, 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 125,735 shares
    Change vs previous 13F -1,307 shares

    1.88% of the 13F portfolio, value $6,367,229.

    13F-HR 0001754960-26-000177 filed by SWEENEY & MICHEL, 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 127,042 shares
    Change vs previous 13F +1,129 shares

    1.78% of the 13F portfolio, value $5,296,369.

    13F-HR 0001754960-25-000788 filed by SWEENEY & MICHEL, 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 125,913 shares
    Change vs previous 13F +1,743 shares

    1.9% of the 13F portfolio, value $5,343,762.

    13F-HR 0001979556-25-000002 filed by SWEENEY & MICHEL, 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 124,170 shares
    Change vs previous 13F -13,429 shares

    1.96% of the 13F portfolio, value $4,489,987.

    13F-HR 0001979556-25-000001 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 137,599 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $6,171,307.

    13F-HR 0001979556-24-000003 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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