TCFG WEALTH MANAGEMENT, LLC
Position in DSEP — FT Vest U.S. Equity Deep Buffer ETF - September
CIK 1548059
LAGUNA NIGUEL, CA
All Filings in DSEP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DSEP | $263,244 | 5,988 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 DSEP | $314,162 | 6,996 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 DSEP | $328,627 | 7,435 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 DSEP | $312,784 | 7,377 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 DSEP | $302,608 | 7,627 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 DSEP | $309,251 | 7,627 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 DSEP | $314,552 | 7,854 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||