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TCFG Investment Advisors, LLC: CCJ position timeline

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

TCFG Investment Advisors, LLC held 18,200 CCJ 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 18,200 shares
    Change vs previous 13F -12,030 shares

    0.62% of the 13F portfolio, value $1,853,852.

    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 30,230 shares
    Change vs previous 13F +5,355 shares

    0.61% of the 13F portfolio, value $3,283,364.

    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: 15,115 shares
    • TCFG Investment Advisors, LLC: 15,115 shares

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

  3. period ended2025-12-31
    13F 24,875 shares
    Change vs previous 13F +2,255 shares

    0.89% of the 13F portfolio, value $2,275,849.

    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 22,620 shares
    Change vs previous 13F -540 shares

    0.75% of the 13F portfolio, value $1,896,929.

    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 23,160 shares
    Change vs previous 13F -7,140 shares

    0.78% of the 13F portfolio, value $1,719,181.

    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 30,300 shares
    Change vs previous 13F +3,175 shares

    0.63% of the 13F portfolio, value $1,247,156.

    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 27,125 shares
    Change vs previous 13F -3,865 shares

    0.7% of the 13F portfolio, value $1,393,963.

    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 30,990 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,480,082.

    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).