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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

  1. period ended2026-06-30
    13F 134,235 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 130,162 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 170,719 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 183,527 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 176,001 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 156,583 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 5,758 shares
    Change 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), ingested

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