Skip to content
Disclosery

TD Capital Management LLC: USFR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TD Capital Management LLC on USFR, newest first. How the timeline and the estimate are built.

TD Capital Management LLC held 58,030 USFR shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,030 shares
    Change vs previous 13F -55,626 shares

    0.24% of the 13F portfolio, value $2,921,826.

    13F-HR 0001483824-26-000004 filed by TD Capital Management 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 113,656 shares
    Change vs previous 13F -29,393 shares

    0.51% of the 13F portfolio, value $5,721,457.

    13F-HR 0001483824-26-000003 filed by TD Capital Management 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 143,049 shares
    Change vs previous 13F -53,136 shares

    0.64% of the 13F portfolio, value $7,198,224.

    13F-HR 0001483824-26-000002 filed by TD Capital Management 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 196,185 shares
    Change vs previous 13F -24,674 shares

    0.89% of the 13F portfolio, value $9,862,196.

    13F-HR 0001483824-25-000007 filed by TD Capital Management 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 220,859 shares
    Change vs previous 13F -25,137 shares

    1.05% of the 13F portfolio, value $11,111,395.

    13F-HR 0001483824-25-000004 filed by TD Capital Management 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 245,996 shares
    Change vs previous 13F -26,208 shares

    1.25% of the 13F portfolio, value $12,380,978.

    13F-HR 0001483824-25-000003 filed by TD Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 272,204 shares
    Change vs previous 13F -17,446 shares

    1.39% of the 13F portfolio, value $13,697,281.

    13F-HR 0001483824-25-000002 filed by TD Capital Management LLC
    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 289,650 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $14,546,209.

    13F-HR 0001483824-24-000006 filed by TD Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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