Team Financial Group, LLC

13F Filings History

Latest 13F report: Q3 2024 - Oct 23, 2024
Value $: $168M
Signature - Title: Jeffry Cole - CCO and Managing Partner
Location: Temecula, CA
Summary: This page shows a list of all the recent 13F filings made by Team Financial Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Team Financial Group, LLC reported 36 stock holdings with total value $168M as of Q3 2024. Top holdings included DGRW, EPS, USFR, USMF, and PTRB.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	36	$168M	+$6.48M	-$2.41M	+$4.07M	DGRW, EPS, USFR, USMF, PTRB	13F-HR	10/23/2024, 02:17 PM
Q2 2024	33	$156M	+$8.27M	-$1.78M	+$6.49M	DGRW, EPS, USFR, USMF, PTRB	13F-HR	8/13/2024, 04:59 PM
Q1 2024	32	$149M	+$17.1M	-$16.6M	+$511K	DGRW, EPS, USFR, USMF, PTRB	13F-HR	5/10/2024, 07:19 PM
Q4 2023	221	$139M	+$10.9M	-$1.41M	+$9.48M	USFR, EPS, DGRW, USMF, DGRS	13F-HR	2/14/2024, 05:19 PM
Q3 2023	207	$114M	$0	$0		EPS, USFR, DGRW, USMF, PTRB	13F-HR	11/15/2023, 05:26 PM