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Transamerica Financial Advisors, LLC: TUG position timeline

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

Transamerica Financial Advisors, LLC held 67,251 TUG 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 67,251 shares
    Change vs previous 13F -3,052 shares

    0.27% of the 13F portfolio, value $3,181,410.

    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 70,303 shares
    Change vs previous 13F +13,127 shares

    0.22% of the 13F portfolio, value $2,613,504.

    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 57,176 shares
    Change vs previous 13F -4,223,262 shares

    0.19% of the 13F portfolio, value $2,268,704.

    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 4,280,438 shares
    Change vs previous 13F -494,367 shares

    13.93% of the 13F portfolio, value $167,878,771.

    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 4,774,805 shares
    Change vs previous 13F -85,798 shares

    16.23% of the 13F portfolio, value $172,943,428.

    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 4,860,603 shares
    Change vs previous 13F -104,059 shares

    15.35% of the 13F portfolio, value $150,485,000.

    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 4,964,662 shares
    Change vs previous 13F -94,031 shares

    16.46% of the 13F portfolio, value $166,416,000.

    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 5,058,693 shares
    Change vs previous 13F not available

    16.5% of the 13F portfolio, value $169,163,000.

    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).