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TCFG Investment Advisors, LLC: JAAA position timeline

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

TCFG Investment Advisors, LLC held 0 JAAA 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 0 shares
    Change vs previous 13F -9,916 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 9,916 shares
    Change vs previous 13F +5,498 shares

    0.09% of the 13F portfolio, value $499,468.

    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: 4,958 shares
    • TCFG Investment Advisors, LLC: 4,958 shares

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

  3. period ended2025-12-31
    13F 4,418 shares
    Change vs previous 13F -58 shares

    0.09% of the 13F portfolio, value $223,462.

    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 4,476 shares
    Change vs previous 13F -145 shares

    0.09% of the 13F portfolio, value $227,291.

    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 4,621 shares
    Change vs previous 13F -605 shares

    0.11% of the 13F portfolio, value $234,516.

    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 5,226 shares
    Change vs previous 13F -22 shares

    0.13% of the 13F portfolio, value $265,010.

    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 5,248 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $266,126.

    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).