Skip to content
Disclosery

TFO Wealth Partners, LLC: VCRM position timeline

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

TFO Wealth Partners, LLC held 115,064 VCRM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,064 shares
    Change vs previous 13F +32,505 shares

    0.96% of the 13F portfolio, value $8,790,871.

    13F-HR 0001698750-26-000003 filed by TFO Wealth Partners, 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 82,559 shares
    Change vs previous 13F +52,827 shares

    0.84% of the 13F portfolio, value $6,204,317.

    13F-HR 0001698750-26-000002 filed by TFO Wealth Partners, 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 29,732 shares
    Change vs previous 13F +16,392 shares

    0.34% of the 13F portfolio, value $2,246,811.

    13F-HR 0001698750-26-000001 filed by TFO Wealth Partners, 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 13,340 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,003,810.

    13F-HR 0001698750-25-000005 filed by TFO Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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