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Disclosery

Wealth Group, Ltd.: TFC position timeline

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

Wealth Group, Ltd. held 34,065 TFC shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,065 shares
    Change vs previous 13F +14,565 shares

    0.42% of the 13F portfolio, value $1,697,000.

    13F-HR 0002013988-26-000003 filed by Wealth Group, Ltd.
    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 19,500 shares
    Change vs previous 13F +282 shares

    0.84% of the 13F portfolio, value $896,000.

    13F-HR 0002013988-26-000002 filed by Wealth Group, Ltd.
    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 19,218 shares
    Change vs previous 13F -60,776 shares

    0.92% of the 13F portfolio, value $946,000.

    13F-HR 0002013988-26-000001 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 79,994 shares
    Change vs previous 13F -11,619 shares

    3.41% of the 13F portfolio, value $3,439,000.

    13F-HR 0002013988-25-000006 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 91,613 shares
    Change vs previous 13F +3,007 shares

    2.44% of the 13F portfolio, value $3,770,000.

    13F-HR 0002013988-25-000002 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 88,606 shares
    Change vs previous 13F -415 shares

    2.49% of the 13F portfolio, value $3,844,000.

    13F-HR 0002013988-25-000001 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F/A 89,021 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $3,807,000.

    13F-HR/A 0001665518-24-000007 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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