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Transamerica Financial Advisors, LLC: SEPQ position timeline

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

Transamerica Financial Advisors, LLC held 5,148 SEPQ 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 5,148 shares
    Change vs previous 13F -605 shares

    0.01% of the 13F portfolio, value $146,136.

    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 5,753 shares
    Change vs previous 13F +1,559 shares

    0.01% of the 13F portfolio, value $132,058.

    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 4,194 shares
    Change vs previous 13F -329,571 shares

    0.01% of the 13F portfolio, value $106,184.

    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 333,765 shares
    Change vs previous 13F -28,723 shares

    0.72% of the 13F portfolio, value $8,682,821.

    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 362,488 shares
    Change vs previous 13F +4,212 shares

    0.84% of the 13F portfolio, value $8,917,202.

    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 358,276 shares
    Change vs previous 13F -18,989 shares

    0.79% of the 13F portfolio, value $7,729,000.

    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 377,265 shares
    Change vs previous 13F +78 shares

    0.89% of the 13F portfolio, value $9,040,000.

    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 377,187 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $8,755,000.

    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).