TCFG Investment Advisors, LLC: BITO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TCFG Investment Advisors, LLC on BITO, newest first. How the timeline and the estimate are built.
TCFG Investment Advisors, LLC held 0 BITO shares at 2025-12-31 per its 13F-HR filed 2026-02-13.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -54,736 shares
13F-HR 0001754960-26-000176 filed by TCFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F/A 54,736 sharesChange vs previous 13F +42,078 shares
0.42% of the 13F portfolio, value $1,077,199.
13F-HR/A 0001754960-25-000800 filed by TCFG WEALTH MANAGEMENT, 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 12,658 sharesChange vs previous 13F -25,712 shares
0.12% of the 13F portfolio, value $272,270.
13F-HR 0001754960-25-000469 filed by TCFG WEALTH MANAGEMENT, 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 38,370 sharesChange vs previous 13F +397 shares
0.35% of the 13F portfolio, value $702,931.
13F-HR 0001754960-25-000209 filed by TCFG WEALTH MANAGEMENT, 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 37,973 sharesChange vs previous 13F not available
0.44% of the 13F portfolio, value $865,029.
13F-HR 0001754960-25-000085 filed by TCFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).