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Transamerica Financial Advisors, LLC: FALN position timeline

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

Transamerica Financial Advisors, LLC held 156,786 FALN 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 156,786 shares
    Change vs previous 13F -3,954 shares

    0.36% of the 13F portfolio, value $4,270,874.

    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 160,740 shares
    Change vs previous 13F -11,285 shares

    0.37% of the 13F portfolio, value $4,294,981.

    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 172,025 shares
    Change vs previous 13F -16,959 shares

    0.39% of the 13F portfolio, value $4,696,294.

    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 188,984 shares
    Change vs previous 13F +1,233 shares

    0.44% of the 13F portfolio, value $5,249,961.

    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 187,751 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $5,095,547.

    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).