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Disclosery

Maridea Wealth Management LLC: VFLO position timeline

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

Maridea Wealth Management LLC held 138,140 VFLO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 138,140 shares
    Change vs previous 13F +2,160 shares

    0.69% of the 13F portfolio, value $6,319,908.

    13F-HR 0001951757-26-001115 filed by Maridea 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 135,980 shares
    Change vs previous 13F -14,529 shares

    0.78% of the 13F portfolio, value $5,368,496.

    13F-HR 0001951757-26-000680 filed by Maridea 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 150,509 shares
    Change vs previous 13F +55,243 shares

    0.89% of the 13F portfolio, value $5,927,049.

    13F-HR 0001951757-26-000036 filed by Maridea 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 95,266 shares
    Change vs previous 13F +14,833 shares

    0.56% of the 13F portfolio, value $3,583,922.

    13F-HR 0001951757-25-001342 filed by Maridea 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 80,433 shares
    Change vs previous 13F +11,942 shares

    0.74% of the 13F portfolio, value $2,843,322.

    13F-HR 0001951757-25-000866 filed by Maridea 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 68,491 shares
    Change vs previous 13F +2,680 shares

    0.77% of the 13F portfolio, value $2,347,882.

    13F-HR 0001951757-25-000523 filed by Maridea 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 65,811 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $2,243,500.

    13F-HR 0001951757-25-000242 filed by Maridea Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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