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Wagner Wealth Management, LLC: TFC position timeline

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

Wagner Wealth Management, LLC held 5,264 TFC shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,264 shares
    Change vs previous 13F -11 shares

    0.05% of the 13F portfolio, value $262,265.

    13F-HR 0001398344-26-012623 filed by Wagner Wealth Management, 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 5,275 shares
    Change vs previous 13F -8 shares

    0.05% of the 13F portfolio, value $242,495.

    13F-HR 0001398344-26-007056 filed by Wagner Wealth Management, 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 5,283 shares
    Change vs previous 13F -1,218 shares

    0.06% of the 13F portfolio, value $259,970.

    13F-HR 0001398344-26-001683 filed by Wagner Wealth Management, 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 6,501 shares
    Change vs previous 13F -122 shares

    0.07% of the 13F portfolio, value $297,240.

    13F-HR 0001398344-25-019410 filed by Wagner Wealth Management, 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 6,623 shares
    Change vs previous 13F -7 shares

    0.06% of the 13F portfolio, value $284,743.

    13F-HR 0001398344-25-013237 filed by Wagner Wealth Management, 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 6,630 shares
    Change vs previous 13F -28 shares

    0.07% of the 13F portfolio, value $272,810.

    13F-HR 0001398344-25-007278 filed by Wagner Wealth Management, 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 6,658 shares
    Change vs previous 13F -45 shares

    0.07% of the 13F portfolio, value $288,836.

    13F-HR 0001398344-25-001312 filed by Wagner Wealth Management, 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 6,703 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $286,671.

    13F-HR 0001398344-24-018774 filed by Wagner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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