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Transamerica Financial Advisors, LLC: CAFX position timeline

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

Transamerica Financial Advisors, LLC held 48,943 CAFX shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,943 shares
    Change vs previous 13F +1,309 shares

    0.1% of the 13F portfolio, value $1,205,479.

    13F-HR 0001502149-26-000010 filed by Transamerica Financial 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 47,634 shares
    Change vs previous 13F -6,085 shares

    0.1% of the 13F portfolio, value $1,181,573.

    13F-HR 0001502149-26-000006 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 53,719 shares
    Change vs previous 13F +36,467 shares

    0.11% of the 13F portfolio, value $1,343,770.

    13F-HR 0001502149-26-000003 filed by Transamerica Financial Advisors, 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 17,252 shares
    Change vs previous 13F +16,018 shares

    0.04% of the 13F portfolio, value $431,630.

    13F-HR 0001502149-25-000029 filed by Transamerica Financial Advisors, 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 1,234 shares
    Change vs previous 13F -95,633 shares

    <0.01% of the 13F portfolio, value $30,763.

    13F-HR 0001502149-25-000023 filed by Transamerica Financial Advisors, 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 96,867 shares
    Change vs previous 13F -4,611 shares

    0.25% of the 13F portfolio, value $2,402,000.

    13F-HR 0001502149-25-000012 filed by Transamerica Financial Advisors, 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 101,478 shares
    Change vs previous 13F -3,040 shares

    0.25% of the 13F portfolio, value $2,481,000.

    13F-HR 0000099189-25-000006 filed by Transamerica Financial Advisors, 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 104,518 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,622,000.

    13F-HR 0000778209-24-000030 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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