Team Financial Group, LLC

Q1 2026 13F Holdings

Location
Temecula, CA
Holdings as of
3/31/2026
Value ($000)
$220,307
Num holdings
273
Date filed
5/4/2026
Form type
13F-HR
Prev filing
1/13/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type