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Wealthspire Retirement, LLC: TFLO position timeline

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

Wealthspire Retirement, LLC held 104,239 TFLO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,239 shares
    Change vs previous 13F +14,151 shares

    0.29% of the 13F portfolio, value $5,274,699.

    13F-HR 0002040084-26-000005 filed by Wealthspire Retirement, 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 90,088 shares
    Change vs previous 13F -494,107 shares

    0.27% of the 13F portfolio, value $4,561,195.

    13F-HR 0002040084-26-000003 filed by Wealthspire Retirement, 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 584,195 shares
    Change vs previous 13F +118,350 shares

    1.79% of the 13F portfolio, value $29,478,471.

    13F-HR 0002040084-26-000002 filed by Wealthspire Retirement, 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/A 465,845 shares
    Change vs previous 13F -115,718 shares

    1.5% of the 13F portfolio, value $23,567,126.

    13F-HR/A 0002040084-26-000001 filed by Wealthspire Retirement, 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 581,563 shares
    Change vs previous 13F +20,112 shares

    1.95% of the 13F portfolio, value $29,456,161.

    13F-HR 0001085146-25-004821 filed by Wealthspire Retirement, 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 561,451 shares
    Change vs previous 13F -31,954 shares

    2.25% of the 13F portfolio, value $28,443,085.

    13F-HR 0001085146-25-003012 filed by Wealthspire Retirement, 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 593,405 shares
    Change vs previous 13F -28,298 shares

    2.37% of the 13F portfolio, value $29,949,174.

    13F-HR 0001085146-25-001289 filed by Wealthspire Retirement, 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 621,703 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $31,458,420.

    13F-HR 0001085146-25-001288 filed by Wealthspire Retirement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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