STXS β€” STEREOTAXIS INC

Ownership history in TCFG WEALTH MANAGEMENT, LLC  Β·  6 quarters on record

AI Ownership Summary

TCFG WEALTH MANAGEMENT, LLC reported STEREOTAXIS INC (STXS) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.08% in 2025 Q3. The latest visible filing shows STXS at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this STXS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TCFG WEALTH MANAGEMENT, LLC's position in STEREOTAXIS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

STXS was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How TCFG WEALTH MANAGEMENT, LLC held STXS β€” position size vs. price
% of Fund (quarterly)    STXS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 65,015 +4,000 +6.6% 0.06% $150K 2026-02-14 (Est.) $1.99
2025 Q3 REDUCED 61,015 -7,400 -10.8% 0.08% $190K 2025-11-18 $2.29
2025 Q2 UNCHANGED 68,415 β€” 0% 0.07% $145K 2025-07-23 $2.28
2025 Q1 ADDED 68,415 +3,500 +5.4% 0.06% $120K 2025-04-17 $1.85
2024 Q4 UNCHANGED 64,915 β€” 0% 0.07% $148K 2025-01-30 $2.37
2024 Q3 INITIATED 64,915 β€” β€” 0.07% $132K 2024-10-15 $1.90

FAQ About TCFG WEALTH MANAGEMENT, LLC and STXS

These are the practical questions this page is built to answer before you even open the full history table.

How long has TCFG WEALTH MANAGEMENT, LLC reported owning STXS?

TCFG WEALTH MANAGEMENT, LLC reported STXS across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported STXS position in TCFG WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for STXS was 0.08% in 2025 Q3.

What is the latest reported STXS position on this page?

The most recent filing on this page is 2025 Q4, when TCFG WEALTH MANAGEMENT, LLC reported 65,015 shares, equal to 0.06% of portfolio, with an estimated market value of $150K.

What does the chart on this STXS ownership page compare?

The chart compares TCFG WEALTH MANAGEMENT, LLC's quarterly STXS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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