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PALO ALTO WEALTH ADVISORS, LLC: TFLO position timeline

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

PALO ALTO WEALTH ADVISORS, LLC held 112,526 TFLO shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 112,526 shares
    Change vs previous 13F +25,001 shares

    1.66% of the 13F portfolio, value $5,681,424.

    13F-HR 0001951757-25-001406 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 87,525 shares
    Change vs previous 13F -36,743 shares

    1.68% of the 13F portfolio, value $4,433,145.

    13F-HR 0001951757-25-001091 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 124,268 shares
    Change vs previous 13F +64,241 shares

    2.45% of the 13F portfolio, value $6,281,766.

    13F-HR 0001951757-25-000562 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 60,027 shares
    Change vs previous 13F +18,293 shares

    1.06% of the 13F portfolio, value $3,029,557.

    13F-HR 0001951757-25-000266 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 41,734 shares
    Change vs previous 13F -18,474 shares

    0.87% of the 13F portfolio, value $2,109,226.

    13F-HR 0001951757-24-001178 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 60,208 shares
    Change vs previous 13F +13,015 shares

    2.11% of the 13F portfolio, value $3,050,114.

    13F-HR 0001951757-24-000747 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 47,193 shares
    Change vs previous 13F +31,668 shares

    1.69% of the 13F portfolio, value $2,392,190.

    13F-HR 0001951757-24-000420 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 15,525 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $783,547.

    13F-HR 0001951757-24-000200 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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