TCFG Investment Advisors, LLC: SYLD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TCFG Investment Advisors, LLC on SYLD, newest first. How the timeline and the estimate are built.
TCFG Investment Advisors, LLC held 4,121 SYLD shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 4,121 sharesChange vs previous 13F -4,121 shares
0.11% of the 13F portfolio, value $329,548.
13F-HR 0001754960-26-000554 filed by TCFG Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,242 sharesChange vs previous 13F +4,727 shares
0.12% of the 13F portfolio, value $622,584.
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: 4,121 shares
- TCFG Investment Advisors, LLC: 4,121 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,515 sharesChange vs previous 13F -606 shares
0.1% of the 13F portfolio, value $256,683.
13F-HR 0001754960-26-000176 filed by TCFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 4,121 sharesChange vs previous 13F +59 shares
0.11% of the 13F portfolio, value $283,721.
13F-HR/A 0001754960-25-000800 filed by TCFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,062 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $264,152.
13F-HR 0001754960-25-000469 filed by TCFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).