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Luminist Capital LLC: TFLO position timeline

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

Luminist Capital LLC held 283,555 TFLO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 283,555 shares
    Change vs previous 13F -161,550 shares

    20.28% of the 13F portfolio, value $18,043,922.

    13F-HR 0001807270-26-000003 filed by Luminist Capital 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 445,105 shares
    Change vs previous 13F +191,008 shares

    29.94% of the 13F portfolio, value $22,535,644.

    13F-HR 0001807270-26-000002 filed by Luminist Capital 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 254,097 shares
    Change vs previous 13F +88,050 shares

    15.8% of the 13F portfolio, value $12,821,759.

    13F-HR 0001807270-26-000001 filed by Luminist Capital 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 166,047 shares
    Change vs previous 13F -66,508 shares

    7.23% of the 13F portfolio, value $8,372,106.

    13F-HR 0001807270-25-000007 filed by Luminist Capital 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 232,555 shares
    Change vs previous 13F -448,971 shares

    11.63% of the 13F portfolio, value $11,737,090.

    13F-HR 0001807270-25-000004 filed by Luminist Capital 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 681,526 shares
    Change vs previous 13F +234,304 shares

    37.04% of the 13F portfolio, value $34,410,266.

    13F-HR 0001807270-25-000003 filed by Luminist Capital 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 447,222 shares
    Change vs previous 13F not available

    42.11% of the 13F portfolio, value $24,234,522.

    13F-HR 0001807270-25-000001 filed by Luminist Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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