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TFG Advisers LLC: CWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TFG Advisers LLC on CWB, newest first. How the timeline and the estimate are built.

TFG Advisers LLC held 38,240 CWB shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 38,240 shares
    Change vs previous 13F -1,174 shares

    1.08% of the 13F portfolio, value $3,160,931.

    13F-HR 0001172661-25-002655 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 39,414 shares
    Change vs previous 13F -1,681 shares

    1.1% of the 13F portfolio, value $3,019,900.

    13F-HR 0001172661-25-002152 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 41,095 shares
    Change vs previous 13F -1,436 shares

    1.15% of the 13F portfolio, value $3,200,902.

    13F-HR 0001172661-25-000380 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 42,531 shares
    Change vs previous 13F -3,157 shares

    1.17% of the 13F portfolio, value $3,257,417.

    13F-HR 0001172661-24-004324 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 45,688 shares
    Change vs previous 13F -1,015 shares

    1.28% of the 13F portfolio, value $3,292,305.

    13F-HR 0001172661-24-002908 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 46,703 shares
    Change vs previous 13F -1,370 shares

    1.33% of the 13F portfolio, value $3,411,200.

    13F-HR 0001172661-24-002012 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 48,073 shares
    Change vs previous 13F -568 shares

    1.46% of the 13F portfolio, value $3,468,452.

    13F-HR 0001172661-24-000780 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 48,641 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $3,297,853.

    13F-HR 0001172661-23-003461 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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