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Disclosery

TSFG, LLC: JPM position timeline

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

TSFG, LLC held 3,995 JPM 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 3,995 shares
    Change vs previous 13F +26 shares

    0.16% of the 13F portfolio, value $1,308,000.

    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 3,969 shares
    Change vs previous 13F -104 shares

    0.18% of the 13F portfolio, value $1,168,000.

    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 4,073 shares
    Change vs previous 13F +3 shares

    0.2% of the 13F portfolio, value $1,313,000.

    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 4,070 shares
    Change vs previous 13F +106 shares

    0.2% of the 13F portfolio, value $1,284,000.

    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 3,964 shares
    Change vs previous 13F +69 shares

    0.21% of the 13F portfolio, value $1,149,000.

    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 3,895 shares
    Change vs previous 13F +259 shares

    0.2% of the 13F portfolio, value $956,000.

    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 3,636 shares
    Change vs previous 13F -232 shares

    0.18% of the 13F portfolio, value $872,000.

    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 3,868 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $816,000.

    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).