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TCFG Investment Advisors, LLC: TBIL position timeline

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

TCFG Investment Advisors, LLC held 229,915 TBIL 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 229,915 shares
    Change vs previous 13F -370,225 shares

    3.86% of the 13F portfolio, value $11,463,567.

    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 600,140 shares
    Change vs previous 13F +595,515 shares

    5.59% of the 13F portfolio, value $29,922,980.

    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: 300,070 shares
    • TCFG Investment Advisors, LLC: 300,070 shares

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

  3. period ended2025-12-31
    13F 4,625 shares
    Change vs previous 13F -4,891 shares

    0.09% of the 13F portfolio, value $230,695.

    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 9,516 shares
    Change vs previous 13F -6,365 shares

    0.19% of the 13F portfolio, value $475,800.

    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 15,881 shares
    Change vs previous 13F -9,321 shares

    0.36% of the 13F portfolio, value $793,964.

    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 25,202 shares
    Change vs previous 13F -16,842 shares

    0.63% of the 13F portfolio, value $1,260,353.

    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 42,044 shares
    Change vs previous 13F +9,512 shares

    1.05% of the 13F portfolio, value $2,096,314.

    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 32,532 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,627,901.

    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).