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TCFG Investment Advisors, LLC: SIVR position timeline

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

TCFG Investment Advisors, LLC held 10,157 SIVR 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 10,157 shares
    Change vs previous 13F -10,289 shares

    0.19% of the 13F portfolio, value $571,027.

    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 20,446 shares
    Change vs previous 13F +8,209 shares

    0.27% of the 13F portfolio, value $1,464,138.

    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: 10,223 shares
    • TCFG Investment Advisors, LLC: 10,223 shares

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

  3. period ended2025-12-31
    13F 12,237 shares
    Change vs previous 13F -1,619 shares

    0.32% of the 13F portfolio, value $827,711.

    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 13,856 shares
    Change vs previous 13F -4,088 shares

    0.24% of the 13F portfolio, value $616,315.

    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 17,944 shares
    Change vs previous 13F +100 shares

    0.28% of the 13F portfolio, value $617,453.

    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 17,844 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $580,108.

    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 17,844 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $491,959.

    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 17,844 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $530,859.

    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).