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Tradition Wealth Management, LLC: VFLO position timeline

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

Tradition Wealth Management, LLC held 88,355 VFLO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,355 shares
    Change vs previous 13F +4,623 shares

    0.25% of the 13F portfolio, value $4,042,242.

    13F-HR 0001843010-26-000004 filed by Tradition Wealth 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 83,732 shares
    Change vs previous 13F +812 shares

    0.24% of the 13F portfolio, value $3,305,727.

    13F-HR 0001843010-26-000003 filed by Tradition Wealth 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 82,920 shares
    Change vs previous 13F +5,740 shares

    0.23% of the 13F portfolio, value $3,265,372.

    13F-HR 0001843010-26-000001 filed by Tradition Wealth 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 77,180 shares
    Change vs previous 13F -2,446 shares

    0.21% of the 13F portfolio, value $2,894,241.

    13F-HR 0001843010-25-000007 filed by Tradition Wealth 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 79,626 shares
    Change vs previous 13F +3,186 shares

    0.22% of the 13F portfolio, value $2,814,783.

    13F-HR 0001843010-25-000004 filed by Tradition Wealth 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 76,440 shares
    Change vs previous 13F +8,576 shares

    0.23% of the 13F portfolio, value $2,620,356.

    13F-HR 0001843010-25-000003 filed by Tradition Wealth 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 67,864 shares
    Change vs previous 13F +15,701 shares

    0.2% of the 13F portfolio, value $2,313,490.

    13F-HR 0001843010-25-000001 filed by Tradition Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 52,163 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,737,015.

    13F-HR 0001843010-24-000004 filed by Tradition Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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