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TCFG Investment Advisors, LLC: FDD position timeline

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

TCFG Investment Advisors, LLC held 102,067 FDD 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 102,067 shares
    Change vs previous 13F -101,813 shares

    0.64% of the 13F portfolio, value $1,893,339.

    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 203,880 shares
    Change vs previous 13F +101,946 shares

    0.68% of the 13F portfolio, value $3,631,094.

    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: 101,940 shares
    • TCFG Investment Advisors, LLC: 101,940 shares

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

  3. period ended2025-12-31
    13F 101,934 shares
    Change vs previous 13F -1,232 shares

    0.7% of the 13F portfolio, value $1,783,841.

    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 103,166 shares
    Change vs previous 13F -184 shares

    0.65% of the 13F portfolio, value $1,666,127.

    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 103,350 shares
    Change vs previous 13F -438 shares

    0.73% of the 13F portfolio, value $1,606,056.

    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 103,788 shares
    Change vs previous 13F -416 shares

    0.71% of the 13F portfolio, value $1,408,400.

    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 104,204 shares
    Change vs previous 13F -8,397 shares

    0.59% of the 13F portfolio, value $1,172,980.

    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 112,601 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,403,006.

    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).