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Disclosery

Team Financial Group, LLC: USFR position timeline

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

Team Financial Group, LLC held 386,358 USFR shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 386,358 shares
    Change vs previous 13F -10,941 shares

    8.26% of the 13F portfolio, value $19,453,107.

    13F-HR 0001845163-26-000003 filed by Team Financial Group, 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 397,299 shares
    Change vs previous 13F -57,131 shares

    9.08% of the 13F portfolio, value $20,000,021.

    13F-HR 0001845163-26-000002 filed by Team Financial Group, 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 454,430 shares
    Change vs previous 13F -22,639 shares

    10.37% of the 13F portfolio, value $22,866,909.

    13F-HR 0001845163-26-000001 filed by Team Financial Group, 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 477,069 shares
    Change vs previous 13F -11,750 shares

    11.11% of the 13F portfolio, value $23,982,275.

    13F-HR 0001845163-25-000007 filed by Team Financial Group, 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 488,819 shares
    Change vs previous 13F +63,504 shares

    12.09% of the 13F portfolio, value $24,592,493.

    13F-HR 0001845163-25-000005 filed by Team Financial Group, 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 425,315 shares
    Change vs previous 13F +1,801 shares

    12.35% of the 13F portfolio, value $21,406,102.

    13F-HR 0001845163-25-000004 filed by Team Financial Group, 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 423,514 shares
    Change vs previous 13F +5,054 shares

    12.22% of the 13F portfolio, value $21,311,219.

    13F-HR 0001845163-25-000001 filed by Team Financial Group, 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 418,460 shares
    Change vs previous 13F not available

    12.5% of the 13F portfolio, value $21,015,080.

    13F-HR 0001845163-24-000005 filed by Team Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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