13F Filings History of Targeted Financial Services LLC

Latest 13F report
Q4 2025 - 03 Mar 2026
Value $
$116,078,234
Signature - Title
James Charles Payne, JR. - Managing Member & CCO
Location
Seminole, FL
Summary
This page shows a list of all the recent 13F filings made by Targeted Financial Services LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Targeted Financial Services LLC reported 52 stock holdings with total value $116,078,234 as of Q4 2025. Top holdings included GSLC, FBND, GLD, DGRO, and SPTL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 52 $116,078,234 $0 $0 $0 GSLC, FBND, GLD, DGRO, SPTL 13F-HR 03 Mar 2026, 14:56