Tennessee Valley Authority - Pref (TVE)

CUSIP: 880591409

Q4 2018 13F Holders as of 31 Dec 2018

Share change
-500
SEC-reported price per share
$24.00
Number of holders
1
Value change
-$12,000
Number of sells
1

Security key

880591409

Report period

Q4 2018

Institutions

1

Top holders

1

Ownership snapshot

Top reported holders of TVE - Tennessee Valley Authority - Pref (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
KCM INVESTMENT ADVISORS LLC
Disclosed value leader
KCM INVESTMENT ADVISORS LLC
Comparable rows
0/3
Latest evidence
30 Sep 2018
13F Highest disclosed value: $201,000 3 rows are not safely comparable across share classes.

Quick read

KCM INVESTMENT ADVISORS LLC has the largest disclosed position value at $201K.

0 of 3 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens KCM INVESTMENT ADVISORS LLC's linked filing trail.
Disclosed position value Top 3
KCM INVESTMENT ADVISORS LLC $201K
Sharkey, Howes & Javer $36K
OneDigital Investment Advisors LLC $12K

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-3 of 3 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
KCM INVESTMENT ADVISORS LLC
13F
Company
13F
class O/S missing
$201,000
8,000 shares
30 Sep 2018
Sharkey, Howes & Javer
13F
Company
13F
mixed-class rows
$36,000
1,475 shares
mixed-class rows
30 Sep 2018
OneDigital Investment Advisors LLC
13F
Company
13F
class O/S missing
$12,000
500 shares
30 Sep 2018
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2018

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
1
Shares
500
Rows available
1
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q4 2018 vs Q4 2025 Across Filers

Q4 2025 holders
1
Q4 2018 holders
1
Holder diff
0
Investor Q4 2025 Shares Q4 2018 Shares Share Diff Share Chg % Q4 2025 value Q4 2018 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .