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WBI INVESTMENTS, LLC: VFLO position timeline

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

WBI INVESTMENTS, LLC held 73,834 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 73,834 shares
    Change vs previous 13F +1,866 shares

    0.84% of the 13F portfolio, value $3,377,920.

    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 71,968 shares
    Change vs previous 13F -93,467 shares

    0.78% of the 13F portfolio, value $2,841,287.

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

    • WBI INVESTMENTS, LLC: 71,968 shares
    • MILLINGTON SECURITIES, LLC: 71,968 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 165,435 shares
    Change vs previous 13F +4,771 shares

    1.7% of the 13F portfolio, value $6,514,828.

    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 160,664 shares
    Change vs previous 13F -82,398 shares

    1.54% of the 13F portfolio, value $6,024,913.

    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 243,062 shares
    Change vs previous 13F -5,347 shares

    2.23% of the 13F portfolio, value $8,592,231.

    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 248,409 shares
    Change vs previous 13F -18,857 shares

    2.24% of the 13F portfolio, value $8,515,455.

    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).

  7. period ended2024-12-31
    13F 267,266 shares
    Change vs previous 13F +33,548 shares

    2.28% of the 13F portfolio, value $9,111,087.

    13F-HR 0001397424-25-000001 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).

  8. period ended2024-09-30
    13F 233,718 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $7,782,809.

    13F-HR 0001397424-24-000010 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).