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TFG Advisers LLC: FVD position timeline

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

TFG Advisers LLC held 56,067 FVD 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 56,067 shares
    Change vs previous 13F +39 shares

    0.86% of the 13F portfolio, value $2,506,192.

    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 56,028 shares
    Change vs previous 13F -240 shares

    0.91% of the 13F portfolio, value $2,498,299.

    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 56,268 shares
    Change vs previous 13F -1,045 shares

    0.88% of the 13F portfolio, value $2,455,557.

    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 57,313 shares
    Change vs previous 13F -153 shares

    0.94% of the 13F portfolio, value $2,607,163.

    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 57,466 shares
    Change vs previous 13F -785 shares

    0.91% of the 13F portfolio, value $2,341,756.

    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 58,251 shares
    Change vs previous 13F +247 shares

    0.96% of the 13F portfolio, value $2,459,961.

    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 58,004 shares
    Change vs previous 13F -242 shares

    0.99% of the 13F portfolio, value $2,352,630.

    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 58,246 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $2,177,816.

    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).