Transamerica Financial Advisors, LLC: FR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Transamerica Financial Advisors, LLC on FR, newest first. How the timeline and the estimate are built.
Transamerica Financial Advisors, LLC held 303 FR shares at 2026-06-30 per its 13F-HR filed 2026-08-17.
the latest 13F is the newest step
- period ended2026-06-3013F 303 sharesChange vs previous 13F -68 shares
<0.01% of the 13F portfolio, value $18,761.
13F-HR 0001502149-26-000010 filed by Transamerica Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 371 sharesChange vs previous 13F +2 shares
<0.01% of the 13F portfolio, value $21,673.
13F-HR 0001502149-26-000006 filed by Transamerica Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 369 sharesChange vs previous 13F +62 shares
<0.01% of the 13F portfolio, value $21,318.
13F-HR 0001502149-26-000003 filed by Transamerica Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 307 sharesChange vs previous 13F +307 shares
<0.01% of the 13F portfolio, value $15,911.
13F-HR 0001502149-25-000029 filed by Transamerica Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0000778209-24-000030 filed by Transamerica Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.