TCFG WEALTH MANAGEMENT, LLC SEC EDGAR Filings (CIK 0001548059)

SEC EDGAR filings, ownership reports, and insider transactions for TCFG WEALTH MANAGEMENT, LLC.

Business address
28202 Cabot Road, Suite 305, Laguna Niguel, CA, 92677
Top securities (13F)
AAPL, NVDA, GDXJ, AMZN, UYLD, FNV, MSFT, GRID, BOXX, AEM, V, WPM, GOOGL, RDVY, GOOG, DGCB, CEG, DFAC, REMX, and FEX
State of incorporation
DE
Fiscal year end
31 December
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TCFG WEALTH MANAGEMENT, LLC has filed 21 SEC EDGAR filings since 04 Mar 2014

Latest Filings

Recent SEC filings for TCFG WEALTH MANAGEMENT, LLC including 13F-HR, 13F-HR/A, N-PX and more.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2026 31 Dec 2025 028-24390
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 21 Nov 2025 30 Sep 2025 028-24390
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Nov 2025 30 Sep 2025 028-24390
N-PX Open N-PX document View SEC filing for N-PX 23 Jul 2025 30 Jun 2025 028-24390
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Jul 2025 30 Jun 2025 028-24390
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Apr 2025 31 Mar 2025 028-24390
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Jan 2025 31 Dec 2024 028-24390
N-PX Open N-PX document View SEC filing for N-PX 15 Oct 2024 30 Jun 2024 028-24390
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Oct 2024 30 Sep 2024 028-24390
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 28 Feb 2024 31 Dec 2023 008-69089
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 01 Mar 2023 31 Dec 2022 008-69089
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 22 Feb 2022 31 Dec 2021 008-69089
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 03 Mar 2021 31 Dec 2020 008-69089
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 24 Feb 2020 31 Dec 2019 008-69089
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 27 Feb 2019 31 Dec 2018 008-69089
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 01 Mar 2018 31 Dec 2017 008-69089
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 28 Feb 2017 31 Dec 2016 008-69089
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 29 Feb 2016 31 Dec 2015 008-69089
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 03 Mar 2015 31 Dec 2014 008-69089
X-17A-5/A Open X-17A-5/A document View SEC filing for X-17A-5/A AUTO-GENERATED PAPER DOCUMENT 01 Apr 2014 31 Dec 2013 008-69089
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 04 Mar 2014 31 Dec 2013 008-69089

About this filer

TCFG WEALTH MANAGEMENT, LLC files with the SEC under CIK 0001548059. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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