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TCFG Investment Advisors, LLC: FVD position timeline

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

TCFG Investment Advisors, LLC held 38,802 FVD 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 38,802 shares
    Change vs previous 13F -38,932 shares

    0.63% of the 13F portfolio, value $1,869,473.

    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 77,734 shares
    Change vs previous 13F +38,793 shares

    0.68% of the 13F portfolio, value $3,655,804.

    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: 38,867 shares
    • TCFG Investment Advisors, LLC: 38,867 shares

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

  3. period ended2025-12-31
    13F 38,941 shares
    Change vs previous 13F -843 shares

    0.7% of the 13F portfolio, value $1,794,411.

    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 39,784 shares
    Change vs previous 13F +6 shares

    0.72% of the 13F portfolio, value $1,839,620.

    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 39,778 shares
    Change vs previous 13F -40 shares

    0.81% of the 13F portfolio, value $1,778,067.

    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 39,818 shares
    Change vs previous 13F -220 shares

    0.89% of the 13F portfolio, value $1,775,490.

    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 40,038 shares
    Change vs previous 13F -112 shares

    0.88% of the 13F portfolio, value $1,747,275.

    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 40,150 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $1,826,431.

    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).