TCFG Investment Advisors, LLC historic quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), over 1 quarter from 2026-03-31 to 2026-06-30, TCFG Investment Advisors, LLC opened 24 positions, added to 71, reduced 32 and sold out of 9.
- Q2 2026: Stock IBM; Country of operation United States; Class COM; Shares before 1,687.
- Q2 2026: Stock CRWV; Country of operation United States; Class COM CL A; Shares before 4,761.
- Q2 2026: Stock MCD; Country of operation United States; Class COM; Shares before 1,049.
- Q2 2026: Stock SHOP; Country of operation —; Class CL A SUB VTG SHS; Shares before 2,485.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2121836), 1 quarter: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2026-03-31.
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