• 13F History

TFC Financial Management, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Jan 29, 2025
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 978 stock holdings with total value $632M as of Q4 2024. Top holdings included IVV, IDEV, SHY, DFUV, and JQUA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 978 $632M +$14.6M -$6.24M +$8.39M IVV, IDEV, SHY, DFUV, JQUA 13F-HR 1/29/2025, 04:42 PM
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 903 $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 672 $419M +$34.2M -$7.75M +$26.5M IVV, IDEV, DFUV, DFAT, SHV 13F-HR 10/23/2023, 11:48 AM
Q2 2023 645 $407M +$16.8M -$15M +$1.77M IVV, IDEV, DFUV, DFAT, SHV 13F-HR 8/7/2023, 09:25 AM
Q1 2023 686 $387M +$44.3M -$17.2M +$27.1M IVV, IDEV, DFUV, DFAT, SHV 13F-HR 5/8/2023, 11:03 AM
Q4 2022 532 $347M +$15.6M -$9.51M +$6.13M IVV, IDEV, DFUV, DFAT, JNJ 13F-HR 2/13/2023, 10:01 AM
Q3 2022 453 $315M +$11M -$8.64M +$2.34M IVV, IDEV, DFUV, DFAT, SES 13F-HR 10/21/2022, 03:09 PM
Q2 2022 456 $335M +$52.4M -$3.95M +$48.4M IVV, IDEV, DFUV, DFAT, SES 13F-HR 8/3/2022, 10:31 AM
Q1 2022 470 $350M +$40.2M -$3.01M +$37.2M IVV, IDEV, SES, DFAT, JNJ 13F-HR 5/4/2022, 08:44 AM
Q4 2021 521 $329M +$10.3M -$3.91M +$6.44M IVV, IDEV, DFAT, JNJ, AAPL 13F-HR 2/2/2022, 09:19 AM
Q3 2021 536 $301M +$12.6M -$2.11M +$10.5M IVV, IDEV, DFAT, JNJ, AAPL 13F-HR 11/2/2021, 04:57 PM
Q2 2021 532 $293M +$29.7M -$4.07M +$25.6M IVV, IDEV, DFAT, JNJ, AAPL 13F-HR 7/29/2021, 11:24 AM
Q1 2021 533 $253M +$9.19M -$4.95M +$4.24M IVV, IDEV, JNJ, AAPL, ONB 13F-HR 5/3/2021, 05:11 PM
Q4 2020 490 $237M +$12.5M -$1.32M +$11.2M IVV, IDEV, JNJ, AAPL, ONB 13F-HR 2/10/2021, 09:19 AM
Q3 2020 470 $202M IVV, IDEV, JNJ, AAPL, PG 13F-HR 11/12/2020, 09:03 AM