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WMG Financial Advisors, LLC: TBIL position timeline

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

WMG Financial Advisors, LLC held 12,356 TBIL 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 12,356 shares
    Change vs previous 13F -500 shares

    0.23% of the 13F portfolio, value $616,089.

    13F-HR 0002085853-26-000819 filed by WMG Financial Advisors, 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 12,856 shares
    Change vs previous 13F -7,330 shares

    0.27% of the 13F portfolio, value $640,999.

    13F-HR 0002085853-26-000472 filed by WMG Financial Advisors, 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 20,186 shares
    Change vs previous 13F -23,832 shares

    0.41% of the 13F portfolio, value $1,006,857.

    13F-HR 0002085853-26-000115 filed by WMG Financial Advisors, 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 44,018 shares
    Change vs previous 13F -67,039 shares

    0.73% of the 13F portfolio, value $2,200,901.

    13F-HR 0002085853-25-000146 filed by WMG Financial Advisors, 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 111,057 shares
    Change vs previous 13F -3,284 shares

    2.06% of the 13F portfolio, value $5,552,273.

    13F-HR 0001667731-25-000945 filed by WMG Financial Advisors, 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 114,341 shares
    Change vs previous 13F +36,585 shares

    2.43% of the 13F portfolio, value $5,718,199.

    13F-HR 0001667731-25-000597 filed by WMG Financial Advisors, 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 77,756 shares
    Change vs previous 13F +14,938 shares

    1.67% of the 13F portfolio, value $3,876,904.

    13F-HR 0001667731-25-000213 filed by WMG Financial Advisors, 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 62,818 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $3,143,421.

    13F-HR 0001906711-24-000004 filed by WMG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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