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TCFG Investment Advisors, LLC: AEM position timeline

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

TCFG Investment Advisors, LLC held 24,605 AEM 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 24,605 shares
    Change vs previous 13F -22,935 shares

    1.29% of the 13F portfolio, value $3,817,047.

    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 47,540 shares
    Change vs previous 13F +26,334 shares

    1.8% of the 13F portfolio, value $9,649,638.

    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: 23,770 shares
    • TCFG Investment Advisors, LLC: 23,770 shares

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

  3. period ended2025-12-31
    13F 21,206 shares
    Change vs previous 13F +500 shares

    1.4% of the 13F portfolio, value $3,595,112.

    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 20,706 shares
    Change vs previous 13F -634 shares

    1.37% of the 13F portfolio, value $3,490,154.

    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 21,340 shares
    Change vs previous 13F +4,201 shares

    1.15% of the 13F portfolio, value $2,537,964.

    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 17,139 shares
    Change vs previous 13F +1,701 shares

    0.93% of the 13F portfolio, value $1,858,048.

    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 15,438 shares
    Change vs previous 13F -879 shares

    0.61% of the 13F portfolio, value $1,207,406.

    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 16,317 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,314,473.

    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).