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WBI INVESTMENTS, LLC: SFLO position timeline

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

WBI INVESTMENTS, LLC held 52,304 SFLO 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 52,304 shares
    Change vs previous 13F -3,896 shares

    0.44% of the 13F portfolio, value $1,788,787.

    13F-HR 0001397424-26-000004 filed by WBI INVESTMENTS, 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 56,200 shares
    Change vs previous 13F +7,626 shares

    0.47% of the 13F portfolio, value $1,687,677.

    13F-HR 0001397424-26-000003 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • WBI INVESTMENTS, LLC: 56,200 shares
    • MILLINGTON SECURITIES, LLC: 56,200 shares (included in another member's report, not added)

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

  3. period ended2025-12-31
    13F 48,574 shares
    Change vs previous 13F +4,004 shares

    0.37% of the 13F portfolio, value $1,432,224.

    13F-HR 0001397424-26-000001 filed by WBI INVESTMENTS, 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 44,570 shares
    Change vs previous 13F -4,118 shares

    0.33% of the 13F portfolio, value $1,297,433.

    13F-HR 0001397424-25-000011 filed by WBI INVESTMENTS, 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 48,688 shares
    Change vs previous 13F -1,770 shares

    0.33% of the 13F portfolio, value $1,276,112.

    13F-HR 0001397424-25-000008 filed by WBI INVESTMENTS, 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 50,458 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,237,734.

    13F-HR 0001397424-25-000004 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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