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Trademark Financial Management, LLC: VFLO position timeline

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

Trademark Financial Management, LLC held 183,185 VFLO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 183,185 shares
    Change vs previous 13F +121,111 shares

    3.43% of the 13F portfolio, value $8,380,714.

    13F-HR 0002085853-26-000868 filed by Trademark Financial 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 62,074 shares
    Change vs previous 13F +10,669 shares

    1.2% of the 13F portfolio, value $2,450,682.

    13F-HR 0002085853-26-000503 filed by Trademark Financial 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 51,405 shares
    Change vs previous 13F +3,239 shares

    1.11% of the 13F portfolio, value $2,024,329.

    13F-HR 0002085853-26-000124 filed by Trademark Financial 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 48,166 shares
    Change vs previous 13F -92,481 shares

    1.05% of the 13F portfolio, value $1,806,225.

    13F-HR 0002085853-25-000110 filed by Trademark Financial 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 140,647 shares
    Change vs previous 13F +89,123 shares

    3.04% of the 13F portfolio, value $4,971,871.

    13F-HR 0001667731-25-001022 filed by Trademark Financial 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 51,524 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $1,766,243.

    13F-HR 0001667731-25-000526 filed by Trademark Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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