Team Financial Group, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Temecula, CA
CIK
0001845163
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 36 168,152 DGRW, EPS, USFR, USMF 13F-HR 10/23/2024 000184516324000005
Q2 2024 33 155,646 DGRW, EPS, USFR, USMF 13F-HR 8/13/2024 000184516324000003
Q1 2024 32 148,581 DGRW, EPS, USFR, USMF 13F-HR 5/13/2024 000184516324000002
Q4 2023 221 139,358 USFR, EPS, DGRW, USMF 13F-HR 2/14/2024 000184516324000001
Q3 2023 207 121,067 EPS, USFR, DGRW, USMF 13F-HR 11/15/2023 000184516323000002