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TFC Financial Management, Inc.ETFConcentrated long-term

CIK: 0001827844 | BOSTON, MA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR1047$892.7M2026-10-26SEC ↗
Q2 2026
13F-HR1034$902.3M2026-07-23SEC ↗
Q1 2026
13F-HR998$811.6M2026-04-23SEC ↗
Q4 2025
13F-HR963$797.3M2026-01-23SEC ↗
Q3 2025
13F-HR996$780.5M2025-10-24SEC ↗
Q2 2025
13F-HR972$730.0M2025-07-29SEC ↗
Q1 2025
13F-HR958$653.2M2025-04-24SEC ↗
Q4 2024
13F-HR978$632.3M2025-01-29SEC ↗
Q3 2024
13F-HR1004$632.2M2024-10-25SEC ↗
Q2 2024
13F-HR969$570.2M2024-07-23SEC ↗
Q1 2024
13F-HR904$562.9M2024-04-30SEC ↗
Q4 2023
13F-HR658$494.6M2024-01-25SEC ↗
Q3 2023
13F-HR673$419.0M2023-10-23SEC ↗
Q2 2023
13F-HR645$406.7M2023-08-07SEC ↗
Q1 2023
13F-HR687$386.9M2023-05-08SEC ↗
Q4 2022
13F-HR532$346.7M2023-02-13SEC ↗
Q3 2022
13F-HR547$4.6M2022-10-21SEC ↗
Q2 2022
13F-HR556$3.3M2022-08-03SEC ↗
Q1 2022
13F-HR547$3.7M2022-05-04SEC ↗
Q4 2021
13F-HR598$3.7M2022-02-02SEC ↗
Q3 2021
13F-HR587$3.6M2021-11-02SEC ↗
Q2 2021
13F-HR584$3.1M2021-07-29SEC ↗
Q1 2021
13F-HR583$3.1M2021-05-03SEC ↗
Q4 2020
13F-HR579$3.1M2021-02-10SEC ↗
Q3 2020
13F-HR569$2.6M2020-11-12SEC ↗