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Transamerica Financial Advisors, LLC: MBS position timeline

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

Transamerica Financial Advisors, LLC held 2,498 MBS 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 2,498 shares
    Change vs previous 13F -3,314 shares

    <0.01% of the 13F portfolio, value $21,578.

    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 5,812 shares
    Change vs previous 13F -304,034 shares

    <0.01% of the 13F portfolio, value $50,346.

    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 309,846 shares
    Change vs previous 13F -12,558 shares

    0.23% of the 13F portfolio, value $2,709,615.

    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 322,404 shares
    Change vs previous 13F -2,308 shares

    0.23% of the 13F portfolio, value $2,812,974.

    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 324,712 shares
    Change vs previous 13F -6,317 shares

    0.26% of the 13F portfolio, value $2,803,884.

    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 331,029 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,874,000.

    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).