TCFG Investment Advisors, LLC: VST position timeline

TCFG Investment Advisors, LLC held 1,293 VST 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 1,293 shares

   Change vs previous 13F +1,293 shares

   0.07% of the 13F portfolio, value $205,148.

   13F-HR 0001754960-26-000554 filed by TCFG Investment Advisors, LLC
   Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -1,362 shares

   13F-HR 0001754960-26-000319 filed by TCFG WEALTH MANAGEMENT, LLC
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

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

3. period ended2025-12-31

   13F 1,362 shares

   Change vs previous 13F +30 shares

   0.09% of the 13F portfolio, value $219,808.

   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).

4. period ended2025-09-30

   13F/A 1,332 shares

   Change vs previous 13F 0 shares

   0.1% of the 13F portfolio, value $260,983.

   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).

5. period ended2025-06-30

   13F 1,332 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $258,113.

   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).