TCFG Investment Advisors, LLC: CEG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TCFG Investment Advisors, LLC on CEG, newest first. How the timeline and the estimate are built.
TCFG Investment Advisors, LLC held 1,715 CEG shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 1,715 sharesChange vs previous 13F -2,577 shares
0.14% of the 13F portfolio, value $425,955.
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 4,292 sharesChange vs previous 13F -3,114 shares
0.22% of the 13F portfolio, value $1,198,804.
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: 2,146 shares
- TCFG Investment Advisors, LLC: 2,146 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,406 sharesChange vs previous 13F +60 shares
1.02% of the 13F portfolio, value $2,616,423.
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 ended2025-09-3013F/A 7,346 sharesChange vs previous 13F +185 shares
0.95% of the 13F portfolio, value $2,417,394.
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 7,161 sharesChange vs previous 13F -423 shares
1.05% of the 13F portfolio, value $2,311,269.
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 7,584 sharesChange vs previous 13F +2,853 shares
0.77% of the 13F portfolio, value $1,529,122.
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 4,731 sharesChange vs previous 13F +1,326 shares
0.53% of the 13F portfolio, value $1,058,259.
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).
- period ended2024-09-3013F 3,405 sharesChange vs previous 13F not available
0.44% of the 13F portfolio, value $885,444.
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).