Skip to content
Disclosery

TCFG Investment Advisors, LLC: PSLV position timeline

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

TCFG Investment Advisors, LLC held 11,955 PSLV 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 11,955 shares
    Change vs previous 13F -12,595 shares

    0.08% of the 13F portfolio, value $225,591.

    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 24,550 shares
    Change vs previous 13F -46,325 shares

    0.11% of the 13F portfolio, value $598,774.

    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: 12,275 shares
    • TCFG Investment Advisors, LLC: 12,275 shares

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

  3. period ended2025-12-31
    13F 70,875 shares
    Change vs previous 13F -4,100 shares

    0.65% of the 13F portfolio, value $1,676,194.

    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 74,975 shares
    Change vs previous 13F -750 shares

    0.46% of the 13F portfolio, value $1,177,108.

    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 75,725 shares
    Change vs previous 13F -89,900 shares

    0.42% of the 13F portfolio, value $926,874.

    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 165,625 shares
    Change vs previous 13F +10,750 shares

    0.96% of the 13F portfolio, value $1,921,250.

    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 154,875 shares
    Change vs previous 13F +9,600 shares

    0.75% of the 13F portfolio, value $1,494,544.

    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 145,275 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,518,124.

    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).