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TCFG Investment Advisors, LLC: PSEC position timeline

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

TCFG Investment Advisors, LLC held 330,236 PSEC 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 330,236 shares
    Change vs previous 13F -225,592 shares

    0.26% of the 13F portfolio, value $762,844.

    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 555,828 shares
    Change vs previous 13F +280,495 shares

    0.27% of the 13F portfolio, value $1,450,710.

    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: 277,914 shares
    • TCFG Investment Advisors, LLC: 277,914 shares

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

  3. period ended2025-12-31
    13F 275,333 shares
    Change vs previous 13F +3,130 shares

    0.28% of the 13F portfolio, value $713,112.

    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 272,203 shares
    Change vs previous 13F -4,869 shares

    0.29% of the 13F portfolio, value $748,557.

    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 277,072 shares
    Change vs previous 13F +2,415 shares

    0.4% of the 13F portfolio, value $881,090.

    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 274,657 shares
    Change vs previous 13F +5,077 shares

    0.57% of the 13F portfolio, value $1,126,093.

    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 269,580 shares
    Change vs previous 13F +4,396 shares

    0.58% of the 13F portfolio, value $1,161,889.

    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 265,184 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,418,733.

    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).