Skip to content
Disclosery

TCFG Investment Advisors, LLC: CGUS position timeline

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

TCFG Investment Advisors, LLC held 40,105 CGUS 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 40,105 shares
    Change vs previous 13F -38,861 shares

    0.6% of the 13F portfolio, value $1,783,855.

    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 78,966 shares
    Change vs previous 13F +45,099 shares

    0.57% of the 13F portfolio, value $3,033,852.

    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: 39,483 shares
    • TCFG Investment Advisors, LLC: 39,483 shares

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

  3. period ended2025-12-31
    13F 33,867 shares
    Change vs previous 13F +2,601 shares

    0.53% of the 13F portfolio, value $1,362,458.

    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 31,266 shares
    Change vs previous 13F +4,240 shares

    0.49% of the 13F portfolio, value $1,236,273.

    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 27,026 shares
    Change vs previous 13F +13,324 shares

    0.45% of the 13F portfolio, value $998,073.

    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 13,702 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $457,654.

    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 13,702 shares
    Change vs previous 13F +573 shares

    0.24% of the 13F portfolio, value $479,166.

    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 13,129 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $450,062.

    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).