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TSFG, LLC: IWM position timeline

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

TSFG, LLC held 5,329 IWM 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 5,329 shares
    Change vs previous 13F -928 shares

    0.2% of the 13F portfolio, value $1,601,000.

    13F-HR 0001800513-26-000005 filed by TSFG, 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 6,257 shares
    Change vs previous 13F -110 shares

    0.24% of the 13F portfolio, value $1,552,000.

    13F-HR 0001800513-26-000004 filed by TSFG, 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 6,367 shares
    Change vs previous 13F -1,184 shares

    0.23% of the 13F portfolio, value $1,567,000.

    13F-HR 0001800513-26-000002 filed by TSFG, 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 7,551 shares
    Change vs previous 13F -240 shares

    0.29% of the 13F portfolio, value $1,827,000.

    13F-HR 0001800513-25-000008 filed by TSFG, 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 7,791 shares
    Change vs previous 13F -107 shares

    0.3% of the 13F portfolio, value $1,681,000.

    13F-HR 0001800513-25-000007 filed by TSFG, 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 7,898 shares
    Change vs previous 13F +317 shares

    0.32% of the 13F portfolio, value $1,575,000.

    13F-HR 0001800513-25-000004 filed by TSFG, 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 7,581 shares
    Change vs previous 13F -151 shares

    0.34% of the 13F portfolio, value $1,675,000.

    13F-HR 0001800513-25-000001 filed by TSFG, 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 7,732 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,708,000.

    13F-HR 0001800513-24-000006 filed by TSFG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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