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TCFG Investment Advisors, LLC: PTNQ position timeline

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

TCFG Investment Advisors, LLC held 9,785 PTNQ 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 9,785 shares
    Change vs previous 13F -9,965 shares

    0.29% of the 13F portfolio, value $867,479.

    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 19,750 shares
    Change vs previous 13F +9,279 shares

    0.27% of the 13F portfolio, value $1,441,024.

    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: 9,875 shares
    • TCFG Investment Advisors, LLC: 9,875 shares

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

  3. period ended2025-12-31
    13F 10,471 shares
    Change vs previous 13F +5,460 shares

    0.32% of the 13F portfolio, value $823,529.

    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 5,011 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $388,488.

    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).