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TCFG Investment Advisors, LLC: DDIV position timeline

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

TCFG Investment Advisors, LLC held 26,960 DDIV 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 26,960 shares
    Change vs previous 13F -26,978 shares

    0.41% of the 13F portfolio, value $1,215,613.

    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 53,938 shares
    Change vs previous 13F +26,969 shares

    0.41% of the 13F portfolio, value $2,181,442.

    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: 26,969 shares
    • TCFG Investment Advisors, LLC: 26,969 shares

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

  3. period ended2025-12-31
    13F 26,969 shares
    Change vs previous 13F -1,208 shares

    0.44% of the 13F portfolio, value $1,120,290.

    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 28,177 shares
    Change vs previous 13F +68 shares

    0.45% of the 13F portfolio, value $1,132,493.

    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 28,109 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $1,073,764.

    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 28,109 shares
    Change vs previous 13F +27 shares

    0.53% of the 13F portfolio, value $1,061,677.

    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 28,082 shares
    Change vs previous 13F +47 shares

    0.53% of the 13F portfolio, value $1,060,652.

    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 28,035 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,030,847.

    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).