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Affiance Financial, LLC: VXF position timeline

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

Affiance Financial, LLC held 70,004 VXF 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 70,004 shares
    Change vs previous 13F -709 shares

    2.48% of the 13F portfolio, value $17,235,749.

    13F-HR 0001723681-26-000004 filed by Affiance Financial, 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 70,713 shares
    Change vs previous 13F -9,981 shares

    2.36% of the 13F portfolio, value $14,552,735.

    13F-HR 0001723681-26-000003 filed by Affiance Financial, 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 80,694 shares
    Change vs previous 13F -639 shares

    2.72% of the 13F portfolio, value $16,874,729.

    13F-HR 0001723681-26-000001 filed by Affiance Financial, 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 81,333 shares
    Change vs previous 13F +3,918 shares

    3.1% of the 13F portfolio, value $17,026,250.

    13F-HR 0001085146-25-005939 filed by Affiance Financial, 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 77,415 shares
    Change vs previous 13F +7,382 shares

    3.03% of the 13F portfolio, value $14,918,645.

    13F-HR 0001085146-25-003718 filed by Affiance Financial, 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 70,033 shares
    Change vs previous 13F +2,726 shares

    2.81% of the 13F portfolio, value $12,063,885.

    13F-HR 0001085146-25-001968 filed by Affiance Financial, 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 67,307 shares
    Change vs previous 13F +133 shares

    3.06% of the 13F portfolio, value $12,786,984.

    13F-HR 0001085146-25-000379 filed by Affiance Financial, 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 67,174 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $12,224,996.

    13F-HR 0001085146-24-004844 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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