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Disclosery

TPG Financial Advisors, LLC: SLQD position timeline

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

TPG Financial Advisors, LLC held 0 SLQD shares at 2025-06-30 per its 13F-HR filed 2025-07-23.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -6,266 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 6,266 shares
    Change vs previous 13F -1,569 shares

    0.14% of the 13F portfolio, value $315,036.

    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).

  3. period ended2024-12-31
    13F 7,835 shares
    Change vs previous 13F -293 shares

    0.17% of the 13F portfolio, value $389,695.

    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).

  4. period ended2024-09-30
    13F 8,128 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $409,909.

    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).