Skip to content
Disclosery

TCFG Investment Advisors, LLC: PH position timeline

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

TCFG Investment Advisors, LLC held 239 PH 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 239 shares
    Change vs previous 13F -811 shares

    0.08% of the 13F portfolio, value $233,771.

    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 1,050 shares
    Change vs previous 13F +540 shares

    0.18% of the 13F portfolio, value $940,002.

    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: 525 shares
    • TCFG Investment Advisors, LLC: 525 shares

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

  3. period ended2025-12-31
    13F 510 shares
    Change vs previous 13F -16 shares

    0.18% of the 13F portfolio, value $448,270.

    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 526 shares
    Change vs previous 13F -36 shares

    0.16% of the 13F portfolio, value $398,787.

    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 562 shares
    Change vs previous 13F +16 shares

    0.18% of the 13F portfolio, value $392,540.

    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 546 shares
    Change vs previous 13F -12 shares

    0.17% of the 13F portfolio, value $331,886.

    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 558 shares
    Change vs previous 13F -9 shares

    0.18% of the 13F portfolio, value $354,905.

    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 567 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $358,242.

    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).