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Vertex Planning Partners, LLC: TFLO position timeline

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

Vertex Planning Partners, LLC held 763,672 TFLO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 763,672 shares
    Change vs previous 13F -275,147 shares

    5.74% of the 13F portfolio, value $38,664,695.

    13F-HR 0001942341-26-000004 filed by Vertex Planning 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 1,038,819 shares
    Change vs previous 13F +709,301 shares

    10.22% of the 13F portfolio, value $52,595,417.

    13F-HR 0001942341-26-000003 filed by Vertex Planning 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 329,518 shares
    Change vs previous 13F +60,449 shares

    3.86% of the 13F portfolio, value $16,627,502.

    13F-HR 0001942341-26-000001 filed by Vertex Planning 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 269,069 shares
    Change vs previous 13F -24,449 shares

    2.61% of the 13F portfolio, value $13,612,193.

    13F-HR 0002085853-25-000286 filed by Vertex Planning Partners, 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 293,518 shares
    Change vs previous 13F +11,268 shares

    3.1% of the 13F portfolio, value $14,866,672.

    13F-HR 0001667731-25-001110 filed by Vertex Planning Partners, 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 282,250 shares
    Change vs previous 13F +58,043 shares

    3.12% of the 13F portfolio, value $14,298,775.

    13F-HR 0001667731-25-000634 filed by Vertex Planning Partners, 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 224,207 shares
    Change vs previous 13F +28,757 shares

    2.5% of the 13F portfolio, value $11,315,722.

    13F-HR 0001667731-25-000244 filed by Vertex Planning Partners, 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 195,450 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $9,889,770.

    13F-HR 0001942341-24-000008 filed by Vertex Planning Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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