TCFG Investment Advisors, LLC: BUXX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TCFG Investment Advisors, LLC on BUXX, newest first. How the timeline and the estimate are built.
TCFG Investment Advisors, LLC held 42,734 BUXX shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 42,734 sharesChange vs previous 13F -379,584 shares
0.29% of the 13F portfolio, value $864,945.
13F-HR 0001754960-26-000554 filed by TCFG Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 422,318 sharesChange vs previous 13F +388,468 shares
1.6% of the 13F portfolio, value $8,549,828.
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: 211,159 shares
- TCFG Investment Advisors, LLC: 211,159 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 33,850 sharesChange vs previous 13F +33,850 shares
0.27% of the 13F portfolio, value $685,124.
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).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -10,000 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 10,000 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $202,950.
13F-HR 0001754960-24-000492 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).