TFC Financial Management, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 25, 2024
Value $
$632M
Signature - Title
Constance H. Wyllie - CCO
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by TFC Financial Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. TFC Financial Management, Inc. reported 1004 stock holdings with total value $632M as of Q3 2024. Top holdings included IVV, IDEV, SHY, DFUV, and JQUA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 1,004 $632M +$74.4M -$47.7M +$26.8M IVV, IDEV, SHY, DFUV, JQUA 13F-HR 10/24/2024, 06:20 PM
Q2 2024 969 $570M +$12.6M -$6.22M +$6.4M IVV, IDEV, DFUV, JQUA, DFAT 13F-HR 7/23/2024, 10:07 AM
Q1 2024 904 $563M +$40.8M -$6.67M +$34.1M IVV, IDEV, DFUV, JQUA, DFAT 13F-HR 4/30/2024, 03:38 PM
Q4 2023 658 $495M +$44M -$7.79M +$36.2M IVV, IDEV, DFUV, DFAT, JQUA 13F-HR 1/25/2024, 02:43 PM
Q3 2023 673 $419M +$34.2M -$8.23M +$26M IVV, IDEV, DFUV, DFAT, SHV 13F-HR 10/23/2023, 11:48 AM
Q2 2023 645 $407M +$16.8M -$16.3M +$460K IVV, IDEV, DFUV, DFAT, SHV 13F-HR 8/7/2023, 09:25 AM
Q1 2023 687 $387M +$44.3M -$17.4M +$26.9M IVV, IDEV, DFUV, DFAT, SHV 13F-HR 5/8/2023, 11:03 AM
Q4 2022 532 $347M +$15.5M -$10.1M +$5.41M IVV, IDEV, DFUV, DFAT, JNJ 13F-HR 2/13/2023, 11:01 AM
Q3 2022 522 $315M +$10.9M -$13M -$2.1M IVV, IDEV, DFUV, DFAT, SES 13F-HR 10/21/2022, 03:09 PM
Q2 2022 522 $335M +$52.3M -$4.17M +$48.1M IVV, IDEV, DFUV, DFAT, SES 13F-HR 8/3/2022, 10:31 AM
Q1 2022 526 $350M +$39.9M -$4.21M +$35.7M IVV, IDEV, SES, DFAT, JNJ 13F-HR 5/4/2022, 08:44 AM
Q4 2021 578 $329M +$9.06M -$4.24M +$4.82M IVV, IDEV, DFAT, JNJ, AAPL 13F-HR 2/2/2022, 10:19 AM
Q3 2021 567 $301M +$12.6M -$2.11M +$10.5M IVV, IDEV, DFAT, JNJ, AAPL 13F-HR 11/2/2021, 04:57 PM
Q2 2021 572 $293M +$29.7M -$4.07M +$25.6M IVV, IDEV, DFAT, JNJ, AAPL 13F-HR 7/29/2021, 11:24 AM
Q1 2021 565 $253M +$9.19M -$4.94M +$4.25M IVV, IDEV, JNJ, AAPL, ONB 13F-HR 5/3/2021, 05:11 PM
Q4 2020 552 $237M +$12.4M -$1.54M +$10.9M IVV, IDEV, JNJ, AAPL, ONB 13F-HR 2/10/2021, 10:19 AM
Q3 2020 527 $202M $0 $0 IVV, IDEV, JNJ, AAPL, PG 13F-HR 11/12/2020, 10:03 AM