Team Financial Group, LLC
CIK
0001845163
City
TEMECULA
State / Country
CA
Holdings in CII
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $53,003 | 2,268 | Shares | Sole | 2026-01-13 |
| 2025-09-30 | $50,485 | 2,195 | Shares | Sole | 2025-10-07 |
| 2025-06-30 | $45,987 | 2,154 | Shares | Sole | 2025-07-22 |
| 2023-12-31 | $63,213 | 3,327 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $70,776 | 3,795 | Shares | Sole | 2023-11-15 |