AA Financial Advisors, LLC: VT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AA Financial Advisors, LLC on VT, newest first. How the timeline and the estimate are built.
AA Financial Advisors, LLC held 134,235 VT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 134,235 sharesChange vs previous 13F +4,073 shares
2.53% of the 13F portfolio, value $21,068,203.
13F-HR 0002085853-26-000768 filed by AA Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 130,162 sharesChange vs previous 13F -40,557 shares
2.54% of the 13F portfolio, value $18,004,058.
13F-HR 0002085853-26-000433 filed by AA Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 170,719 sharesChange vs previous 13F -12,808 shares
4.45% of the 13F portfolio, value $24,081,599.
13F-HR 0002085853-26-000032 filed by AA Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 183,527 sharesChange vs previous 13F +7,526 shares
4.97% of the 13F portfolio, value $25,289,973.
13F-HR 0002085853-25-000076 filed by AA Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 176,001 sharesChange vs previous 13F +19,418 shares
4.87% of the 13F portfolio, value $22,619,594.
13F-HR 0001667731-25-000783 filed by AA Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 156,583 sharesChange vs previous 13F +150,825 shares
4.43% of the 13F portfolio, value $18,155,834.
13F-HR 0001667731-25-000448 filed by AA Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,758 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $676,450.
13F-HR 0001667731-25-000094 filed by AA Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).