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Teamwork Financial Advisors, LLC: TRFK position timeline

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

Teamwork Financial Advisors, LLC held 17,257 TRFK 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 17,257 shares
    Change vs previous 13F +646 shares

    0.17% of the 13F portfolio, value $1,841,322.

    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 16,611 shares
    Change vs previous 13F +145 shares

    0.11% of the 13F portfolio, value $1,033,869.

    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 16,466 shares
    Change vs previous 13F +2,213 shares

    0.11% of the 13F portfolio, value $1,054,813.

    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 14,253 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $953,811.

    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).