Tennessee Valley Authority - Pref (TVE)

CUSIP: 880591409

Q1 2025 13F Holders as of 31 Mar 2025

Share change
+1,296
SEC-reported price per share
$23.56
Number of holders
3
Value change
+$30,534
Number of buys
1

Security key

880591409

Report period

Q1 2025

Institutions

3

Top holders

3

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
IAT REINSURANCE CO LTD.
Disclosed value leader
IAT REINSURANCE CO LTD.
Comparable rows
0/4
Latest evidence
31 Dec 2024
13F Highest disclosed value: $8,481,800 4 rows are not safely comparable across share classes.

Quick read

IAT REINSURANCE CO LTD. has the largest disclosed position value at $8.48M.

0 of 4 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 IAT REINSURANCE CO LTD.'s linked filing trail.
Disclosed position value Top 4
IAT REINSURANCE CO LTD. $8.48M
Summit Financial, LLC $1.92M
10Elms LLP $113.5K
FLAGSHIP WEALTH ADVISORS, LLC $22.3K

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

Detailed SEC evidence table Showing 1-4 of 4 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
IAT REINSURANCE CO LTD.
13F
Company
13F
mixed-class rows
$8,481,800
380,000 shares
mixed-class rows
31 Dec 2024
Summit Financial, LLC
13F
Company
13F
mixed-class rows
$1,921,618
85,764 shares
mixed-class rows
31 Dec 2024
10Elms LLP
13F
Company
13F
class O/S missing
$113,483
5,037 shares
31 Dec 2024
FLAGSHIP WEALTH ADVISORS, LLC
13F
Company
13F
class O/S missing
$22,300
1,000 shares
31 Dec 2024
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 Q1 2025

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

Institutions
3
Shares
308,581
Rows available
3
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 Q1 2025 vs Q1 2026 Across Filers

Q1 2026 holders
1
Q1 2025 holders
3
Holder diff
2
Investor Q1 2026 Shares Q1 2025 Shares Share Diff Share Chg % Q1 2026 value Q1 2025 value Value change Value Chg %

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

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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