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Disclosery

Axis Wealth Partners, LLC: VFLO position timeline

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

Axis Wealth Partners, LLC held 70,569 VFLO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,569 shares
    Change vs previous 13F -4,383 shares

    1.55% of the 13F portfolio, value $3,228,511.

    13F-HR 0002063364-26-000218 filed by Axis Wealth Partners, 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 74,952 shares
    Change vs previous 13F +4,126 shares

    1.57% of the 13F portfolio, value $2,959,103.

    13F-HR 0002063364-26-000120 filed by Axis Wealth Partners, 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 70,826 shares
    Change vs previous 13F +3,298 shares

    1.54% of the 13F portfolio, value $2,789,133.

    13F-HR 0002063364-26-000048 filed by Axis Wealth Partners, 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 67,528 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $2,532,281.

    13F-HR 0002063364-25-000262 filed by Axis Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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