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Disclosery

Taylor Financial Group, Inc.: DIVB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Taylor Financial Group, Inc. on DIVB, newest first. How the timeline and the estimate are built.

Taylor Financial Group, Inc. held 80,488 DIVB shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,488 shares
    Change vs previous 13F +3,498 shares

    2.73% of the 13F portfolio, value $4,958,061.

    13F-HR 0001172661-26-002782 filed by Taylor Financial 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 76,990 shares
    Change vs previous 13F +2,725 shares

    2.52% of the 13F portfolio, value $4,153,611.

    13F-HR 0001172661-26-001849 filed by Taylor Financial 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 74,265 shares
    Change vs previous 13F -349 shares

    2.32% of the 13F portfolio, value $3,947,185.

    13F-HR 0001172661-26-000508 filed by Taylor Financial 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 74,614 shares
    Change vs previous 13F +4,829 shares

    2.24% of the 13F portfolio, value $3,898,582.

    13F-HR 0001172661-25-004521 filed by Taylor Financial 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 69,785 shares
    Change vs previous 13F +7,672 shares

    2.19% of the 13F portfolio, value $3,511,581.

    13F-HR 0001172661-25-002842 filed by Taylor Financial 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 62,113 shares
    Change vs previous 13F +5,849 shares

    2.1% of the 13F portfolio, value $3,013,723.

    13F-HR 0001172661-25-001677 filed by Taylor Financial 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 56,264 shares
    Change vs previous 13F +3,563 shares

    1.85% of the 13F portfolio, value $2,666,914.

    13F-HR 0001172661-25-000633 filed by Taylor Financial 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 52,701 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $2,553,363.

    13F-HR 0001172661-24-004565 filed by Taylor Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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