TFC Financial Management, Inc.: PM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TFC Financial Management, Inc. on PM, newest first. How the timeline and the estimate are built.
TFC Financial Management, Inc. held 3,422 PM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 3,422 sharesChange vs previous 13F +28 shares
0.07% of the 13F portfolio, value $619,075.
13F-HR 0001398344-26-012512 filed by TFC Financial Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,394 sharesChange vs previous 13F -67 shares
0.07% of the 13F portfolio, value $561,164.
13F-HR 0001398344-26-006946 filed by TFC Financial Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,461 sharesChange vs previous 13F -10 shares
0.07% of the 13F portfolio, value $555,160.
13F-HR 0001398344-26-001127 filed by TFC Financial Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,471 sharesChange vs previous 13F +73 shares
0.07% of the 13F portfolio, value $563,012.
13F-HR 0001398344-25-019713 filed by TFC Financial Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,398 sharesChange vs previous 13F +17 shares
0.08% of the 13F portfolio, value $618,878.
13F-HR 0001398344-25-013951 filed by TFC Financial Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,381 sharesChange vs previous 13F +17 shares
0.08% of the 13F portfolio, value $536,667.
13F-HR 0001398344-25-007601 filed by TFC Financial Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,364 sharesChange vs previous 13F +16 shares
0.06% of the 13F portfolio, value $404,858.
13F-HR 0001398344-25-001389 filed by TFC Financial Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,348 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $406,448.
13F-HR 0001398344-24-019371 filed by TFC Financial Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).