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TCFG Investment Advisors, LLC: GRID position timeline

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

TCFG Investment Advisors, LLC held 27,410 GRID 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 27,410 shares
    Change vs previous 13F -23,292 shares

    1.77% of the 13F portfolio, value $5,255,861.

    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 50,702 shares
    Change vs previous 13F +21,245 shares

    1.55% of the 13F portfolio, value $8,293,790.

    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: 25,351 shares
    • TCFG Investment Advisors, LLC: 25,351 shares

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

  3. period ended2025-12-31
    13F 29,457 shares
    Change vs previous 13F +518 shares

    1.76% of the 13F portfolio, value $4,507,464.

    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 28,939 shares
    Change vs previous 13F +1,790 shares

    1.72% of the 13F portfolio, value $4,372,121.

    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 27,149 shares
    Change vs previous 13F +117 shares

    1.71% of the 13F portfolio, value $3,774,216.

    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 27,032 shares
    Change vs previous 13F +4,445 shares

    1.54% of the 13F portfolio, value $3,058,160.

    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 22,587 shares
    Change vs previous 13F +1,334 shares

    1.36% of the 13F portfolio, value $2,695,530.

    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 21,253 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $2,704,500.

    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).