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TCFG Investment Advisors, LLC: LMBS position timeline

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

TCFG Investment Advisors, LLC held 22,831 LMBS 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 22,831 shares
    Change vs previous 13F -22,873 shares

    0.38% of the 13F portfolio, value $1,136,531.

    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 45,704 shares
    Change vs previous 13F +22,187 shares

    0.43% of the 13F portfolio, value $2,276,524.

    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: 22,852 shares
    • TCFG Investment Advisors, LLC: 22,852 shares

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

  3. period ended2025-12-31
    13F 23,517 shares
    Change vs previous 13F +114 shares

    0.46% of the 13F portfolio, value $1,175,619.

    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 23,403 shares
    Change vs previous 13F +2,103 shares

    0.46% of the 13F portfolio, value $1,165,239.

    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 21,300 shares
    Change vs previous 13F -3,137 shares

    0.48% of the 13F portfolio, value $1,049,242.

    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 24,437 shares
    Change vs previous 13F -1,777 shares

    0.6% of the 13F portfolio, value $1,201,327.

    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 26,214 shares
    Change vs previous 13F +517 shares

    0.64% of the 13F portfolio, value $1,275,839.

    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 25,697 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,269,678.

    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).