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Disclosery

TFC Financial Management, Inc.: SPY position timeline

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

TFC Financial Management, Inc. held 3,357 SPY 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 3,357 shares
    Change vs previous 13F +2 shares

    0.28% of the 13F portfolio, value $2,507,032.

    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 3,355 shares
    Change vs previous 13F +512 shares

    0.27% of the 13F portfolio, value $2,181,775.

    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 2,843 shares
    Change vs previous 13F -40 shares

    0.24% of the 13F portfolio, value $1,939,127.

    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 2,883 shares
    Change vs previous 13F +173 shares

    0.25% of the 13F portfolio, value $1,920,751.

    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 2,710 shares
    Change vs previous 13F -127 shares

    0.23% of the 13F portfolio, value $1,674,432.

    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 2,837 shares
    Change vs previous 13F -195 shares

    0.24% of the 13F portfolio, value $1,587,120.

    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 3,032 shares
    Change vs previous 13F +4 shares

    0.28% of the 13F portfolio, value $1,777,107.

    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 3,028 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,737,738.

    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).