Taylor & Morgan Wealth Management, LLC: TFLO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Taylor & Morgan Wealth Management, LLC on TFLO, newest first. How the timeline and the estimate are built.
Taylor & Morgan Wealth Management, LLC held 5,942 TFLO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 5,942 sharesChange vs previous 13F +12 shares
0.14% of the 13F portfolio, value $301,088.
13F-HR 0002085853-26-001128 filed by Taylor & Morgan Wealth Management, LLC
Accepted , ingested - period ended2026-06-3013F 5,930 sharesChange vs previous 13F +13 shares
0.15% of the 13F portfolio, value $300,211.
13F-HR 0002085853-26-000685 filed by Taylor & Morgan Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,917 sharesChange vs previous 13F -493 shares
0.17% of the 13F portfolio, value $299,597.
13F-HR 0002085853-26-000319 filed by Taylor & Morgan Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,410 sharesChange vs previous 13F +17 shares
0.18% of the 13F portfolio, value $323,438.
13F-HR 0002085853-26-000042 filed by Taylor & Morgan Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,393 sharesChange vs previous 13F +14 shares
0.2% of the 13F portfolio, value $323,412.
13F-HR 0002085853-25-000093 filed by Taylor & Morgan Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,379 sharesChange vs previous 13F +14 shares
0.22% of the 13F portfolio, value $323,084.
13F-HR 0001667731-25-000726 filed by Taylor & Morgan Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,365 sharesChange vs previous 13F -3,882 shares
0.24% of the 13F portfolio, value $322,451.
13F-HR 0001667731-25-000378 filed by Taylor & Morgan Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,247 sharesChange vs previous 13F not available
0.36% of the 13F portfolio, value $517,166.
13F-HR 0001667731-25-000032 filed by Taylor & Morgan Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).