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TCFG Investment Advisors, LLC: UYLD position timeline

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

TCFG Investment Advisors, LLC held 102,687 UYLD 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 102,687 shares
    Change vs previous 13F -104,641 shares

    1.76% of the 13F portfolio, value $5,237,539.

    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 207,328 shares
    Change vs previous 13F +101,214 shares

    1.98% of the 13F portfolio, value $10,580,948.

    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: 103,664 shares
    • TCFG Investment Advisors, LLC: 103,664 shares

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

  3. period ended2025-12-31
    13F 106,114 shares
    Change vs previous 13F -1,642 shares

    2.12% of the 13F portfolio, value $5,427,181.

    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 107,756 shares
    Change vs previous 13F +2,081 shares

    2.17% of the 13F portfolio, value $5,511,197.

    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 105,675 shares
    Change vs previous 13F -11,001 shares

    2.44% of the 13F portfolio, value $5,396,832.

    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 116,676 shares
    Change vs previous 13F -4,608 shares

    2.99% of the 13F portfolio, value $5,960,962.

    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 121,284 shares
    Change vs previous 13F +5,802 shares

    3.12% of the 13F portfolio, value $6,193,357.

    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 115,482 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $5,909,224.

    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).