TCFG Investment Advisors, LLC: SMCI position timeline

TCFG Investment Advisors, LLC held 0 SMCI shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -7,038 shares

   13F-HR 0001754960-26-000176 filed by TCFG WEALTH MANAGEMENT, LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 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 ended2025-09-30

   13F/A 7,038 shares

   Change vs previous 13F +208 shares

   0.13% of the 13F portfolio, value $337,402.

   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).

3. period ended2025-06-30

   13F 6,830 shares

   Change vs previous 13F +6,830 shares

   0.15% of the 13F portfolio, value $334,738.

   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).

4. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -12,560 shares

   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).

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

5. period ended2024-12-31

   13F 12,560 shares

   Change vs previous 13F not available

   0.19% of the 13F portfolio, value $382,829.

   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).