Skip to content
Disclosery

Wealthspire Advisors, LLC: TFLO position timeline

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

Wealthspire Advisors, LLC held 1,599,878 TFLO 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 1,599,878 shares
    Change vs previous 13F -192,956 shares

    0.45% of the 13F portfolio, value $81,001,802.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, 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 1,792,834 shares
    Change vs previous 13F +68,398 shares

    0.71% of the 13F portfolio, value $90,771,196.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, 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 1,724,436 shares
    Change vs previous 13F +266,825 shares

    0.69% of the 13F portfolio, value $87,015,025.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, 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 1,457,611 shares
    Change vs previous 13F +160,148 shares

    0.39% of the 13F portfolio, value $73,740,565.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, 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 1,297,463 shares
    Change vs previous 13F +31,395 shares

    0.37% of the 13F portfolio, value $65,716,506.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, 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 1,266,068 shares
    Change vs previous 13F +48,964 shares

    0.38% of the 13F portfolio, value $64,138,982.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, 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 1,217,104 shares
    Change vs previous 13F -55,267 shares

    0.61% of the 13F portfolio, value $61,427,241.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, 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 1,272,371 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $64,381,949.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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