TCG Advisory Services, LLC

SEC CIK: 0001841815
Latest filing: Jul 31, 2026

SEC filings (opens in a new tab)

BERZ holding history

Bank of Montreal in every 13F filed by TCG Advisory Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BERZ overview All 13F holders of BERZ Full Q2 2026 holdings

Shares (Q1 2025): 0; Sold out in Q1 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q4 2024

Holdings of BERZ by TCG Advisory Services, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2025	0	$0	0.0%	−17,500−100.0%	Sold out	Holders
Q4 2024	17,500	$234.2K	<0.1%	+17,500	New	Holders