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TCFG Investment Advisors, LLC: AAPL position timeline

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

TCFG Investment Advisors, LLC held 57,894 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,894 shares
    Change vs previous 13F -60,034 shares

    5.64% of the 13F portfolio, value $16,753,558.

    13F-HR 0001754960-26-000554 filed by TCFG Investment 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 117,928 shares
    Change vs previous 13F +58,266 shares

    5.59% of the 13F portfolio, value $29,929,194.

    13F-HR 0001754960-26-000319 filed by TCFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • TCFG WEALTH MANAGEMENT, LLC: 58,964 shares
    • TCFG Investment Advisors, LLC: 58,964 shares

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

  3. period ended2025-12-31
    13F 59,662 shares
    Change vs previous 13F -1,314 shares

    6.34% of the 13F portfolio, value $16,218,577.

    13F-HR 0001754960-26-000176 filed by TCFG 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/A 60,976 shares
    Change vs previous 13F -1,796 shares

    6.1% of the 13F portfolio, value $15,526,365.

    13F-HR/A 0001754960-25-000800 filed by TCFG 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 62,772 shares
    Change vs previous 13F -893 shares

    5.83% of the 13F portfolio, value $12,878,964.

    13F-HR 0001754960-25-000469 filed by TCFG 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 63,665 shares
    Change vs previous 13F -1,034 shares

    7.1% of the 13F portfolio, value $14,142,005.

    13F-HR 0001754960-25-000209 filed by TCFG 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 64,699 shares
    Change vs previous 13F -1,909 shares

    8.15% of the 13F portfolio, value $16,201,874.

    13F-HR 0001754960-25-000085 filed by TCFG 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 66,608 shares
    Change vs previous 13F not available

    7.8% of the 13F portfolio, value $15,519,583.

    13F-HR 0001754960-24-000492 filed by TCFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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