TCFG Investment Advisors, LLC: DFGP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TCFG Investment Advisors, LLC on DFGP, newest first. How the timeline and the estimate are built.
TCFG Investment Advisors, LLC held 0 DFGP shares at 2025-09-30 per its 13F-HR/A filed 2025-11-21.
the latest 13F is the newest step
- period ended2025-09-3013F/A 0 sharesChange vs previous 13F -3,751 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 3,751 sharesChange vs previous 13F -287 shares
0.09% of the 13F portfolio, value $204,392.
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 4,038 sharesChange vs previous 13F -18,753 shares
0.11% of the 13F portfolio, value $215,750.
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 22,791 sharesChange vs previous 13F +694 shares
0.61% of the 13F portfolio, value $1,204,049.
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 22,097 sharesChange vs previous 13F not available
0.61% of the 13F portfolio, value $1,217,545.
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).