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A&I FINANCIAL SERVICES, LLC: VOTE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of A&I FINANCIAL SERVICES, LLC on VOTE, newest first. How the timeline and the estimate are built.

A&I FINANCIAL SERVICES, LLC held 42,458 VOTE shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,458 shares
    Change vs previous 13F -1,390 shares

    1.63% of the 13F portfolio, value $3,743,549.

    13F-HR 0001728031-26-000003 filed by A&I FINANCIAL SERVICES, 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 43,848 shares
    Change vs previous 13F -1,257 shares

    1.58% of the 13F portfolio, value $3,345,570.

    13F-HR 0001728031-26-000002 filed by A&I FINANCIAL SERVICES, 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 45,105 shares
    Change vs previous 13F +1,579 shares

    1.72% of the 13F portfolio, value $3,618,482.

    13F-HR 0001728031-26-000001 filed by A&I FINANCIAL SERVICES, 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 43,526 shares
    Change vs previous 13F +268 shares

    1.67% of the 13F portfolio, value $3,427,316.

    13F-HR 0001728031-25-000004 filed by A&I FINANCIAL SERVICES, 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 43,258 shares
    Change vs previous 13F +1,960 shares

    1.78% of the 13F portfolio, value $3,146,592.

    13F-HR 0001085146-25-003777 filed by A&I FINANCIAL SERVICES, 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 41,298 shares
    Change vs previous 13F +2,480 shares

    1.83% of the 13F portfolio, value $2,700,522.

    13F-HR 0001085146-25-002528 filed by A&I FINANCIAL SERVICES, 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 38,818 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $2,670,097.

    13F-HR 0001085146-25-000813 filed by A&I FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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