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TPG Financial Advisors, LLC: FDT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TPG Financial Advisors, LLC on FDT, newest first. How the timeline and the estimate are built.

TPG Financial Advisors, LLC held 41,866 FDT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,866 shares
    Change vs previous 13F -13,729 shares

    1.18% of the 13F portfolio, value $3,963,768.

    13F-HR 0001706669-26-000008 filed by TPG Financial Advisors, LLC
    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 55,595 shares
    Change vs previous 13F -2,206 shares

    1.57% of the 13F portfolio, value $4,832,862.

    13F-HR 0001706669-26-000006 filed by TPG Financial Advisors, LLC
    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 57,801 shares
    Change vs previous 13F -708 shares

    1.53% of the 13F portfolio, value $4,592,087.

    13F-HR 0001706669-26-000003 filed by TPG Financial Advisors, LLC
    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 58,509 shares
    Change vs previous 13F -150 shares

    1.64% of the 13F portfolio, value $4,409,823.

    13F-HR 0001706669-25-000009 filed by TPG Financial Advisors, LLC
    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 58,659 shares
    Change vs previous 13F +382 shares

    1.61% of the 13F portfolio, value $4,033,393.

    13F-HR 0001706669-25-000007 filed by TPG Financial Advisors, LLC
    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 58,277 shares
    Change vs previous 13F +1,256 shares

    1.5% of the 13F portfolio, value $3,394,635.

    13F-HR 0001706669-25-000004 filed by TPG Financial Advisors, LLC
    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 57,021 shares
    Change vs previous 13F +2,161 shares

    1.34% of the 13F portfolio, value $3,083,696.

    13F-HR 0001706669-25-000001 filed by TPG Financial Advisors, LLC
    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 54,860 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $3,163,776.

    13F-HR 0001706669-24-000004 filed by TPG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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