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Elwood & Goetz Wealth Advisory Group, LLC: NFLT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elwood & Goetz Wealth Advisory Group, LLC on NFLT, newest first. How the timeline and the estimate are built.

Elwood & Goetz Wealth Advisory Group, LLC held 765,724 NFLT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 765,724 shares
    Change vs previous 13F -23,017 shares

    2.6% of the 13F portfolio, value $17,573,372.

    13F-HR 0001752758-26-000006 filed by Elwood & Goetz Wealth Advisory Group, 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 788,741 shares
    Change vs previous 13F +130,746 shares

    3.05% of the 13F portfolio, value $17,943,851.

    13F-HR 0001752758-26-000003 filed by Elwood & Goetz Wealth Advisory Group, 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 657,995 shares
    Change vs previous 13F +33,255 shares

    2.67% of the 13F portfolio, value $15,160,209.

    13F-HR 0001752758-26-000001 filed by Elwood & Goetz Wealth Advisory Group, 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 624,740 shares
    Change vs previous 13F +2,401 shares

    2.77% of the 13F portfolio, value $14,409,621.

    13F-HR 0001752758-25-000003 filed by Elwood & Goetz Wealth Advisory Group, 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 622,339 shares
    Change vs previous 13F +82,380 shares

    3.07% of the 13F portfolio, value $14,208,001.

    13F-HR 0001085146-25-003958 filed by Elwood & Goetz Wealth Advisory Group, 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 539,959 shares
    Change vs previous 13F +116,119 shares

    2.98% of the 13F portfolio, value $12,186,868.

    13F-HR 0001085146-25-002242 filed by Elwood & Goetz Wealth Advisory Group, 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 423,840 shares
    Change vs previous 13F +169,888 shares

    2.32% of the 13F portfolio, value $9,515,197.

    13F-HR 0001085146-25-000728 filed by Elwood & Goetz Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 253,952 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $5,856,140.

    13F-HR 0001085146-24-005099 filed by Elwood & Goetz Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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