TCFG Investment Advisors, LLC: MP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TCFG Investment Advisors, LLC on MP, newest first. How the timeline and the estimate are built.
TCFG Investment Advisors, LLC held 6,655 MP shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 6,655 sharesChange vs previous 13F -6,955 shares
0.13% of the 13F portfolio, value $372,747.
13F-HR 0001754960-26-000554 filed by TCFG Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,610 sharesChange vs previous 13F -14,880 shares
0.12% of the 13F portfolio, value $656,818.
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: 6,805 shares
- TCFG Investment Advisors, LLC: 6,805 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 28,490 sharesChange vs previous 13F +690 shares
0.56% of the 13F portfolio, value $1,439,315.
13F-HR 0001754960-26-000176 filed by TCFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 27,800 sharesChange vs previous 13F +9,785 shares
0.73% of the 13F portfolio, value $1,864,546.
13F-HR/A 0001754960-25-000800 filed by TCFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 18,015 sharesChange vs previous 13F +9,300 shares
0.27% of the 13F portfolio, value $599,359.
13F-HR 0001754960-25-000469 filed by TCFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,715 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $212,733.
13F-HR 0001754960-25-000209 filed by TCFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).