TCFG Investment Advisors, LLC: SHV position timeline

TCFG Investment Advisors, LLC held 0 SHV shares at 2025-09-30 per its 13F-HR/A filed 2025-11-21.

the latest 13F is the newest step

1. period ended2025-09-30

   13F/A 0 shares

   Change vs previous 13F -2,000 shares

   13F-HR/A 0001754960-25-000800 filed by TCFG WEALTH MANAGEMENT, LLC
   Filed 2025-11-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 2,000 shares

   Change vs previous 13F -700 shares

   0.1% of the 13F portfolio, value $220,840.

   13F-HR 0001754960-25-000469 filed by TCFG WEALTH MANAGEMENT, LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 2,700 shares

   Change vs previous 13F 0 shares

   0.15% of the 13F portfolio, value $298,242.

   13F-HR 0001754960-25-000209 filed by TCFG WEALTH MANAGEMENT, LLC
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 2,700 shares

   Change vs previous 13F 0 shares

   0.15% of the 13F portfolio, value $297,297.

   13F-HR 0001754960-25-000085 filed by TCFG WEALTH MANAGEMENT, LLC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 2,700 shares

   Change vs previous 13F not available

   0.15% of the 13F portfolio, value $298,701.

   13F-HR 0001754960-24-000492 filed by TCFG WEALTH MANAGEMENT, LLC
   Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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