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TCFG Investment Advisors, LLC: DFAC position timeline

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

TCFG Investment Advisors, LLC held 64,655 DFAC 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 64,655 shares
    Change vs previous 13F -59,119 shares

    0.97% of the 13F portfolio, value $2,868,099.

    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 123,774 shares
    Change vs previous 13F +59,549 shares

    0.9% of the 13F portfolio, value $4,809,854.

    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: 61,887 shares
    • TCFG Investment Advisors, LLC: 61,887 shares

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

  3. period ended2025-12-31
    13F 64,225 shares
    Change vs previous 13F -5,048 shares

    0.99% of the 13F portfolio, value $2,542,685.

    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 69,273 shares
    Change vs previous 13F -37,073 shares

    1.05% of the 13F portfolio, value $2,671,866.

    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 106,346 shares
    Change vs previous 13F -1,962 shares

    1.73% of the 13F portfolio, value $3,811,445.

    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 108,308 shares
    Change vs previous 13F -2,822 shares

    1.79% of the 13F portfolio, value $3,573,079.

    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 111,130 shares
    Change vs previous 13F +1,508 shares

    1.93% of the 13F portfolio, value $3,843,999.

    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 109,622 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $3,758,946.

    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).