Wealth Quarterback LLC: TFC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Quarterback LLC on TFC, newest first. How the timeline and the estimate are built.
Wealth Quarterback LLC held 24,278 TFC shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 24,278 sharesChange vs previous 13F -1,707 shares
0.37% of the 13F portfolio, value $1,209,523.
13F-HR 0001803386-26-000004 filed by Wealth Quarterback LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 25,985 sharesChange vs previous 13F -2,079 shares
0.47% of the 13F portfolio, value $1,194,530.
13F-HR 0001803386-26-000003 filed by Wealth Quarterback LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 28,064 sharesChange vs previous 13F +530 shares
0.5% of the 13F portfolio, value $1,381,009.
13F-HR 0001803386-26-000001 filed by Wealth Quarterback LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 27,534 sharesChange vs previous 13F +1,042 shares
0.49% of the 13F portfolio, value $1,258,847.
13F-HR 0001803386-25-000008 filed by Wealth Quarterback LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,492 sharesChange vs previous 13F +9,920 shares
0.54% of the 13F portfolio, value $1,138,892.
13F-HR 0001803386-25-000004 filed by Wealth Quarterback LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 16,572 sharesChange vs previous 13F +1,285 shares
0.38% of the 13F portfolio, value $681,956.
13F-HR 0001803386-25-000003 filed by Wealth Quarterback LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 15,287 sharesChange vs previous 13F +266 shares
0.31% of the 13F portfolio, value $663,151.
13F-HR 0001803386-25-000002 filed by Wealth Quarterback LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 15,021 sharesChange vs previous 13F not available
0.33% of the 13F portfolio, value $642,467.
13F-HR 0001803386-24-000005 filed by Wealth Quarterback LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).