Team Financial Group, LLC: PSDM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Team Financial Group, LLC on PSDM, newest first. How the timeline and the estimate are built.
Team Financial Group, LLC held 218,467 PSDM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 218,467 sharesChange vs previous 13F +17,872 shares
4.72% of the 13F portfolio, value $11,119,979.
13F-HR 0001845163-26-000003 filed by Team Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 200,595 sharesChange vs previous 13F +10,216 shares
4.64% of the 13F portfolio, value $10,224,349.
13F-HR 0001845163-26-000002 filed by Team Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 190,379 sharesChange vs previous 13F +16,459 shares
4.45% of the 13F portfolio, value $9,798,804.
13F-HR 0001845163-26-000001 filed by Team Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 173,920 sharesChange vs previous 13F +3,113 shares
4.16% of the 13F portfolio, value $8,969,060.
13F-HR 0001845163-25-000007 filed by Team Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 170,807 sharesChange vs previous 13F +18,972 shares
4.31% of the 13F portfolio, value $8,775,199.
13F-HR 0001845163-25-000005 filed by Team Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 151,835 sharesChange vs previous 13F +13,327 shares
4.48% of the 13F portfolio, value $7,765,622.
13F-HR 0001845163-25-000004 filed by Team Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 138,508 sharesChange vs previous 13F +14,582 shares
4.03% of the 13F portfolio, value $7,030,664.
13F-HR 0001845163-25-000001 filed by Team Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 123,926 sharesChange vs previous 13F not available
3.79% of the 13F portfolio, value $6,380,367.
13F-HR 0001845163-24-000005 filed by Team Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).