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Disclosery

TFC Financial Management, Inc.: DFAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TFC Financial Management, Inc. on DFAT, newest first. How the timeline and the estimate are built.

TFC Financial Management, Inc. held 411,492 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 411,492 shares
    Change vs previous 13F +2,513 shares

    3.19% of the 13F portfolio, value $28,763,263.

    13F-HR 0001398344-26-012512 filed by TFC Financial Management, Inc.
    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 408,979 shares
    Change vs previous 13F -15,690 shares

    3.15% of the 13F portfolio, value $25,540,752.

    13F-HR 0001398344-26-006946 filed by TFC Financial Management, Inc.
    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 424,669 shares
    Change vs previous 13F -4,221 shares

    3.17% of the 13F portfolio, value $25,284,783.

    13F-HR 0001398344-26-001127 filed by TFC Financial Management, Inc.
    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 428,890 shares
    Change vs previous 13F -1,897 shares

    3.2% of the 13F portfolio, value $24,965,697.

    13F-HR 0001398344-25-019713 filed by TFC Financial Management, Inc.
    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 430,787 shares
    Change vs previous 13F -97,200 shares

    3.18% of the 13F portfolio, value $23,245,271.

    13F-HR 0001398344-25-013951 filed by TFC Financial Management, Inc.
    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 527,987 shares
    Change vs previous 13F -9,386 shares

    4.16% of the 13F portfolio, value $27,186,052.

    13F-HR 0001398344-25-007601 filed by TFC Financial Management, Inc.
    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 537,373 shares
    Change vs previous 13F -3,164 shares

    4.73% of the 13F portfolio, value $29,910,205.

    13F-HR 0001398344-25-001389 filed by TFC Financial Management, Inc.
    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 540,537 shares
    Change vs previous 13F not available

    4.76% of the 13F portfolio, value $30,070,085.

    13F-HR 0001398344-24-019371 filed by TFC Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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