• 13F History

Team Financial Group, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 23, 2025
Value $
$173M
Signature - Title
Jeffry S Cole - Managing Partner and CCO
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 39 stock holdings with total value $173M as of Q1 2025. Top holdings included DGRW, EPS, USFR, USMF, and PTRB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 39 $173M +$9.26M -$7.5M +$1.76M DGRW, EPS, USFR, USMF, PTRB 13F-HR 4/22/2025, 07:26 PM
Q4 2024 38 $174M +$18M -$4.67M +$13.4M DGRW, EPS, USFR, USMF, SCHG 13F-HR 1/17/2025, 06:01 PM
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 220 $139M +$18.3M -$1.41M +$16.9M USFR, EPS, DGRW, USMF, DGRS 13F-HR 2/14/2024, 05:19 PM
Q3 2023 205 $114M EPS, USFR, DGRW, USMF, PTRB 13F-HR 11/15/2023, 05:26 PM