Flatrock Wealth Partners LLC: VLO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Flatrock Wealth Partners LLC on VLO, newest first. How the timeline and the estimate are built.
Flatrock Wealth Partners LLC held 1,028 VLO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 1,028 sharesChange vs previous 13F +196 shares
0.11% of the 13F portfolio, value $267,633.
13F-HR 0001951757-26-001263 filed by Flatrock Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 832 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $205,537.
13F-HR 0001951757-26-000752 filed by Flatrock Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).