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WBI INVESTMENTS, LLC: TFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WBI INVESTMENTS, LLC on TFC, newest first. How the timeline and the estimate are built.

WBI INVESTMENTS, LLC held 14,141 TFC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,141 shares
    Change vs previous 13F -2,244 shares

    0.17% of the 13F portfolio, value $704,505.

    13F-HR 0001397424-26-000004 filed by WBI INVESTMENTS, 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 16,385 shares
    Change vs previous 13F -5,029 shares

    0.21% of the 13F portfolio, value $753,218.

    13F-HR 0001397424-26-000003 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • WBI INVESTMENTS, LLC: 16,385 shares
    • MILLINGTON SECURITIES, LLC: 16,385 shares (included in another member's report, not added)

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 21,414 shares
    Change vs previous 13F +3,270 shares

    0.27% of the 13F portfolio, value $1,053,783.

    13F-HR 0001397424-26-000001 filed by WBI INVESTMENTS, 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 18,144 shares
    Change vs previous 13F -3,602 shares

    0.21% of the 13F portfolio, value $829,544.

    13F-HR 0001397424-25-000011 filed by WBI INVESTMENTS, 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 21,746 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $934,861.

    13F-HR 0001397424-25-000008 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).