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Steward Partners Investment Advisory, LLC: VFLO position timeline

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

Steward Partners Investment Advisory, LLC held 63,569 VFLO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,569 shares
    Change vs previous 13F +21,334 shares

    0.01% of the 13F portfolio, value $2,908,304.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 42,235 shares
    Change vs previous 13F -1,371 shares

    0.01% of the 13F portfolio, value $1,667,465.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 43,606 shares
    Change vs previous 13F +3,696 shares

    0.01% of the 13F portfolio, value $1,717,208.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 39,910 shares
    Change vs previous 13F -224 shares

    0.01% of the 13F portfolio, value $1,496,624.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 40,134 shares
    Change vs previous 13F +4,223 shares

    0.01% of the 13F portfolio, value $1,418,737.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 35,911 shares
    Change vs previous 13F +32,096 shares

    0.01% of the 13F portfolio, value $1,231,029.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 3,815 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $130,053.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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