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Royal Fund Management, LLC: FLOT position timeline

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

Royal Fund Management, LLC held 28,871 FLOT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,871 shares
    Change vs previous 13F +1,744 shares

    0.12% of the 13F portfolio, value $1,473,899.

    13F-HR 0001172661-26-002681 filed by Royal Fund 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 27,127 shares
    Change vs previous 13F -119,425 shares

    0.13% of the 13F portfolio, value $1,382,147.

    13F-HR 0001172661-26-002431 filed by Royal Fund 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 146,552 shares
    Change vs previous 13F -170,176 shares

    0.68% of the 13F portfolio, value $7,453,612.

    13F-HR 0001172661-26-000197 filed by Royal Fund 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 316,728 shares
    Change vs previous 13F +264,466 shares

    1.95% of the 13F portfolio, value $16,180,065.

    13F-HR 0001172661-25-004479 filed by Royal Fund 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 52,262 shares
    Change vs previous 13F +46,704 shares

    0.28% of the 13F portfolio, value $2,666,407.

    13F-HR 0001172661-25-003168 filed by Royal Fund 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 5,558 shares
    Change vs previous 13F -1,060 shares

    0.03% of the 13F portfolio, value $283,736.

    13F-HR 0001172661-25-001875 filed by Royal Fund 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 6,618 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $336,724.

    13F-HR 0001172661-25-000229 filed by Royal Fund Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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