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TCFG Investment Advisors, LLC: FEX position timeline

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

TCFG Investment Advisors, LLC held 21,490 FEX 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 21,490 shares
    Change vs previous 13F -21,524 shares

    1.01% of the 13F portfolio, value $3,005,879.

    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 43,014 shares
    Change vs previous 13F +21,708 shares

    0.98% of the 13F portfolio, value $5,244,598.

    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: 21,507 shares
    • TCFG Investment Advisors, LLC: 21,507 shares

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

  3. period ended2025-12-31
    13F 21,306 shares
    Change vs previous 13F -367 shares

    0.99% of the 13F portfolio, value $2,527,245.

    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 21,673 shares
    Change vs previous 13F -65 shares

    0.99% of the 13F portfolio, value $2,531,859.

    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 21,738 shares
    Change vs previous 13F -59 shares

    1.08% of the 13F portfolio, value $2,390,310.

    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 21,797 shares
    Change vs previous 13F +4 shares

    1.12% of the 13F portfolio, value $2,233,321.

    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 21,793 shares
    Change vs previous 13F -1 shares

    1.14% of the 13F portfolio, value $2,272,907.

    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 21,794 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $2,270,257.

    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).