TCFG WEALTH MANAGEMENT, LLC quarter change: USA Preferred Shares, New
In preferred shares (listed in the US), from the quarter ended 2025-12-31 to 2026-03-31, TCFG WEALTH MANAGEMENT, LLC opened 1 positions, added to 1, reduced 0, sold out of 0 and left 1 unchanged. The largest increase in value was FPE (+$581,097); the largest decrease was BANK AMERICA CORP (-$20,550).
- FPE: Country of operation —; Class PFD SECS INC ETF; Shares 2025-12-31 0; Shares 2026-03-31 32,738.
Two Form 13F-HR filings compared (SEC CIK 1548059): 2025-12-31 (filed 2026-02-13) and 2026-03-31 (filed 2026-04-24). 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; share change is the position change.
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