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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

  1. period ended2026-06-30
    13F 24,278 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 25,985 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 28,064 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 27,534 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 26,492 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 16,572 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 15,287 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 15,021 shares
    Change 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), ingested

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