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GeoWealth Management, LLC: TFLO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GeoWealth Management, LLC on TFLO, newest first. How the timeline and the estimate are built.

GeoWealth Management, LLC held 373,979 TFLO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 373,979 shares
    Change vs previous 13F -250,765 shares

    0.6% of the 13F portfolio, value $18,934,549.

    13F-HR 0001593387-26-000006 filed by GeoWealth Management, 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 624,744 shares
    Change vs previous 13F +449,599 shares

    1.14% of the 13F portfolio, value $31,630,776.

    13F-HR 0001593387-26-000004 filed by GeoWealth Management, 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 175,145 shares
    Change vs previous 13F +104,609 shares

    0.33% of the 13F portfolio, value $8,837,798.

    13F-HR 0001593387-26-000002 filed by GeoWealth Management, 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 70,536 shares
    Change vs previous 13F -59,362 shares

    0.13% of the 13F portfolio, value $3,568,433.

    13F-HR 0001593387-25-000007 filed by GeoWealth Management, 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 129,898 shares
    Change vs previous 13F -423,539 shares

    0.26% of the 13F portfolio, value $6,579,337.

    13F-HR 0001593387-25-000006 filed by GeoWealth Management, 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 553,437 shares
    Change vs previous 13F -33,920 shares

    1.13% of the 13F portfolio, value $28,037,118.

    13F-HR 0001593387-25-000004 filed by GeoWealth Management, 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 587,357 shares
    Change vs previous 13F -285,349 shares

    0.97% of the 13F portfolio, value $29,643,901.

    13F-HR 0001593387-25-000002 filed by GeoWealth Management, 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 872,706 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $44,158,959.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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