Skip to content
Disclosery

TCFG Investment Advisors, LLC: MA position timeline

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

TCFG Investment Advisors, LLC held 1,161 MA 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 1,161 shares
    Change vs previous 13F -1,159 shares

    0.2% of the 13F portfolio, value $597,418.

    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 2,320 shares
    Change vs previous 13F +1,162 shares

    0.22% of the 13F portfolio, value $1,158,218.

    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: 1,160 shares
    • TCFG Investment Advisors, LLC: 1,160 shares

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

  3. period ended2025-12-31
    13F 1,158 shares
    Change vs previous 13F +2 shares

    0.26% of the 13F portfolio, value $660,818.

    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 1,156 shares
    Change vs previous 13F +40 shares

    0.26% of the 13F portfolio, value $658,030.

    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 1,116 shares
    Change vs previous 13F -20 shares

    0.28% of the 13F portfolio, value $627,155.

    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 1,136 shares
    Change vs previous 13F +13 shares

    0.31% of the 13F portfolio, value $622,470.

    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 1,123 shares
    Change vs previous 13F +1 shares

    0.3% of the 13F portfolio, value $591,465.

    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 1,122 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $554,010.

    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).