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ATLANTIC FAMILY WEALTH, LLC: VFLO position timeline

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

ATLANTIC FAMILY WEALTH, LLC held 146,408 VFLO shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 146,408 shares
    Change vs previous 13F +10,243 shares

    4.29% of the 13F portfolio, value $6,698,198.

    13F-HR 0002012511-26-000004 filed by ATLANTIC FAMILY WEALTH, 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 136,165 shares
    Change vs previous 13F +22,643 shares

    3.88% of the 13F portfolio, value $5,375,830.

    13F-HR 0002012511-26-000002 filed by ATLANTIC FAMILY WEALTH, 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 113,522 shares
    Change vs previous 13F +24,380 shares

    3.38% of the 13F portfolio, value $4,470,522.

    13F-HR 0002012511-26-000001 filed by ATLANTIC FAMILY WEALTH, 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 89,142 shares
    Change vs previous 13F +29,644 shares

    2.58% of the 13F portfolio, value $3,342,844.

    13F-HR 0002012511-25-000002 filed by ATLANTIC FAMILY WEALTH, 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 59,498 shares
    Change vs previous 13F +3,966 shares

    1.83% of the 13F portfolio, value $2,103,260.

    13F-HR 0001085146-25-004911 filed by ATLANTIC FAMILY WEALTH, 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 55,532 shares
    Change vs previous 13F +10,462 shares

    1.75% of the 13F portfolio, value $1,903,645.

    13F-HR 0001085146-25-002688 filed by ATLANTIC FAMILY WEALTH, 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 45,070 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $1,536,434.

    13F-HR 0001085146-25-000743 filed by ATLANTIC FAMILY WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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