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Disclosery

TFC Financial Management, Inc.: IDEV position timeline

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

TFC Financial Management, Inc. held 1,377,805 IDEV 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 1,377,805 shares
    Change vs previous 13F +5,916 shares

    13.59% of the 13F portfolio, value $122,638,456.

    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 1,371,889 shares
    Change vs previous 13F -29,119 shares

    14.13% of the 13F portfolio, value $114,648,748.

    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 1,401,008 shares
    Change vs previous 13F +5,398 shares

    14.49% of the 13F portfolio, value $115,555,157.

    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 1,395,610 shares
    Change vs previous 13F -902 shares

    14.33% of the 13F portfolio, value $111,886,065.

    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 1,396,512 shares
    Change vs previous 13F -19,721 shares

    14.55% of the 13F portfolio, value $106,190,748.

    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 1,416,233 shares
    Change vs previous 13F -21,996 shares

    14.94% of the 13F portfolio, value $97,564,288.

    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 1,438,229 shares
    Change vs previous 13F +44,337 shares

    14.66% of the 13F portfolio, value $92,722,645.

    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 1,393,892 shares
    Change vs previous 13F not available

    15.62% of the 13F portfolio, value $98,729,361.

    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).