Position in ULS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$200,460
+$34,012 QoQ
Shares Held
1,968
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#301
of 388 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ULS Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026TFC Financial Management, Inc. holds $352,796 across 5 Specialty Business Services names. ULS ranks #1 (56.8% of the industry book) .
All Filings in ULS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,460 | 1,968 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $166,448 | 1,942 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $153,146 | 1,942 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $137,610 | 1,942 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $152,423 | 2,092 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $119,680 | 2,122 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $105,845 | 2,122 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $111,023 | 2,252 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $88,303 | 2,093 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||