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ADAPT WEALTH ADVISORS, LLC: VFLO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADAPT WEALTH ADVISORS, LLC on VFLO, newest first. How the timeline and the estimate are built.

ADAPT WEALTH ADVISORS, LLC held 414,220 VFLO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 414,220 shares
    Change vs previous 13F -6,282 shares

    6.2% of the 13F portfolio, value $18,950,584.

    13F-HR 0001765380-26-000350 filed by ADAPT WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 420,502 shares
    Change vs previous 13F +1,865 shares

    6.01% of the 13F portfolio, value $16,601,433.

    13F-HR 0001765380-26-000197 filed by ADAPT WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 418,637 shares
    Change vs previous 13F +21,478 shares

    5.67% of the 13F portfolio, value $16,485,933.

    13F-HR 0001765380-26-000085 filed by ADAPT WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 397,159 shares
    Change vs previous 13F +13,211 shares

    5.5% of the 13F portfolio, value $14,893,472.

    13F-HR 0001765380-25-000455 filed by ADAPT WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 383,948 shares
    Change vs previous 13F +20,276 shares

    6.07% of the 13F portfolio, value $13,572,565.

    13F-HR 0001765380-25-000320 filed by ADAPT WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 363,672 shares
    Change vs previous 13F +32,245 shares

    6.08% of the 13F portfolio, value $12,466,664.

    13F-HR 0001765380-25-000152 filed by ADAPT WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 331,427 shares
    Change vs previous 13F not available

    5.56% of the 13F portfolio, value $11,298,349.

    13F-HR 0001765380-25-000114 filed by ADAPT WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).