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Landmark Wealth Management, LLC: VFLO position timeline

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

Landmark Wealth Management, LLC held 431,865 VFLO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 431,865 shares
    Change vs previous 13F -18,842 shares

    4.73% of the 13F portfolio, value $19,757,838.

    13F-HR 0001728778-26-000004 filed by Landmark Wealth 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 450,707 shares
    Change vs previous 13F +87,080 shares

    4.76% of the 13F portfolio, value $17,793,898.

    13F-HR 0001728778-26-000003 filed by Landmark Wealth 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 363,627 shares
    Change vs previous 13F -50,969 shares

    5.48% of the 13F portfolio, value $14,319,643.

    13F-HR 0001728778-26-000001 filed by Landmark Wealth 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 414,596 shares
    Change vs previous 13F +1,007 shares

    6.17% of the 13F portfolio, value $15,547,367.

    13F-HR 0001728778-25-000007 filed by Landmark Wealth 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 413,589 shares
    Change vs previous 13F +7,127 shares

    6.23% of the 13F portfolio, value $14,620,000.

    13F-HR 0001728778-25-000005 filed by Landmark Wealth 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 406,462 shares
    Change vs previous 13F +31,769 shares

    6.15% of the 13F portfolio, value $13,934,000.

    13F-HR 0001728778-25-000004 filed by Landmark Wealth 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 374,693 shares
    Change vs previous 13F -6,516 shares

    5.66% of the 13F portfolio, value $12,773,000.

    13F-HR 0001728778-25-000002 filed by Landmark Wealth 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 381,209 shares
    Change vs previous 13F not available

    5.53% of the 13F portfolio, value $12,694,000.

    13F-HR 0001728778-24-000005 filed by Landmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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