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TCFG Investment Advisors, LLC: PBA position timeline

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

TCFG Investment Advisors, LLC held 10,993 PBA 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 10,993 shares
    Change vs previous 13F -10,957 shares

    0.17% of the 13F portfolio, value $508,408.

    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 21,950 shares
    Change vs previous 13F +10,996 shares

    0.18% of the 13F portfolio, value $982,472.

    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: 10,975 shares
    • TCFG Investment Advisors, LLC: 10,975 shares

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

  3. period ended2025-12-31
    13F 10,954 shares
    Change vs previous 13F -180 shares

    0.16% of the 13F portfolio, value $416,909.

    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 11,134 shares
    Change vs previous 13F +920 shares

    0.18% of the 13F portfolio, value $450,501.

    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 10,214 shares
    Change vs previous 13F +793 shares

    0.17% of the 13F portfolio, value $383,112.

    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 9,421 shares
    Change vs previous 13F +1,020 shares

    0.19% of the 13F portfolio, value $377,110.

    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 8,401 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $310,434.

    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).