Skip to content

Teamwork Financial Advisors, LLC: SFY position timeline

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

Teamwork Financial Advisors, LLC held 18,072 SFY shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,072 shares
    Change vs previous 13F -573 shares

    0.25% of the 13F portfolio, value $2,690,291.

    13F-HR 0002085853-26-000654 filed by Teamwork Financial Advisors, 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 18,645 shares
    Change vs previous 13F -1,432 shares

    0.26% of the 13F portfolio, value $2,327,326.

    13F-HR 0002085853-26-000320 filed by Teamwork Financial Advisors, 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 20,077 shares
    Change vs previous 13F -2,092 shares

    0.28% of the 13F portfolio, value $2,653,499.

    13F-HR 0002085853-26-000022 filed by Teamwork Financial Advisors, 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 22,169 shares
    Change vs previous 13F -2,357 shares

    0.31% of the 13F portfolio, value $2,864,412.

    13F-HR 0002085853-25-000028 filed by Teamwork Financial Advisors, 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 24,526 shares
    Change vs previous 13F -474 shares

    0.36% of the 13F portfolio, value $2,897,663.

    13F-HR 0001667731-25-000735 filed by Teamwork Financial Advisors, 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 25,000 shares
    Change vs previous 13F -1,475 shares

    0.35% of the 13F portfolio, value $2,548,020.

    13F-HR 0001667731-25-000392 filed by Teamwork Financial Advisors, 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 26,475 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $2,881,562.

    13F-HR 0001667731-25-000048 filed by Teamwork Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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