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GeoWealth Management, LLC: VFLO position timeline

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

GeoWealth Management, LLC held 27,931 VFLO 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 27,931 shares
    Change vs previous 13F -3,443 shares

    0.04% of the 13F portfolio, value $1,277,843.

    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 31,374 shares
    Change vs previous 13F +5,439 shares

    0.04% of the 13F portfolio, value $1,238,646.

    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 25,935 shares
    Change vs previous 13F -3,702 shares

    0.04% of the 13F portfolio, value $1,021,320.

    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 29,637 shares
    Change vs previous 13F -1,673 shares

    0.04% of the 13F portfolio, value $1,111,389.

    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 31,310 shares
    Change vs previous 13F -1,248 shares

    0.04% of the 13F portfolio, value $1,106,809.

    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 32,558 shares
    Change vs previous 13F +5,188 shares

    0.04% of the 13F portfolio, value $1,116,088.

    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 27,370 shares
    Change vs previous 13F +4,769 shares

    0.03% of the 13F portfolio, value $933,043.

    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 22,601 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $752,614.

    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).