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TCFG Investment Advisors, LLC: LGOV position timeline

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

TCFG Investment Advisors, LLC held 78,466 LGOV 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 78,466 shares
    Change vs previous 13F -78,412 shares

    0.57% of the 13F portfolio, value $1,679,165.

    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 156,878 shares
    Change vs previous 13F +78,595 shares

    0.63% of the 13F portfolio, value $3,383,854.

    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: 78,439 shares
    • TCFG Investment Advisors, LLC: 78,439 shares

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

  3. period ended2025-12-31
    13F 78,283 shares
    Change vs previous 13F +70 shares

    0.67% of the 13F portfolio, value $1,708,927.

    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 78,213 shares
    Change vs previous 13F -1,396 shares

    0.67% of the 13F portfolio, value $1,701,132.

    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 79,609 shares
    Change vs previous 13F +50 shares

    0.77% of the 13F portfolio, value $1,705,229.

    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 79,559 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,710,528.

    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).