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AllGen Financial Advisors, Inc.: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AllGen Financial Advisors, Inc. on VTI, newest first. How the timeline and the estimate are built.

AllGen Financial Advisors, Inc. held 258,950 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 258,950 shares
    Change vs previous 13F -16,652 shares

    20.92% of the 13F portfolio, value $95,822,027.

    13F-HR 0002085853-26-000800 filed by AllGen Financial Advisors, Inc.
    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 275,602 shares
    Change vs previous 13F +6,366 shares

    20.98% of the 13F portfolio, value $88,415,854.

    13F-HR 0002085853-26-000745 filed by AllGen Financial Advisors, Inc.
    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 269,236 shares
    Change vs previous 13F +2,478 shares

    21.41% of the 13F portfolio, value $90,266,597.

    13F-HR 0001705819-26-000011 filed by AllGen Financial Advisors, Inc.
    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 266,758 shares
    Change vs previous 13F +7,118 shares

    21.51% of the 13F portfolio, value $87,542,124.

    13F-HR 0001705819-25-000070 filed by AllGen Financial Advisors, Inc.
    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 259,640 shares
    Change vs previous 13F +91,569 shares

    21.2% of the 13F portfolio, value $78,912,264.

    13F-HR 0001705819-25-000055 filed by AllGen Financial Advisors, Inc.
    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 168,071 shares
    Change vs previous 13F +64,801 shares

    13.67% of the 13F portfolio, value $46,192,503.

    13F-HR 0001705819-25-000033 filed by AllGen Financial Advisors, Inc.
    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 103,270 shares
    Change vs previous 13F +21,886 shares

    10.05% of the 13F portfolio, value $29,928,636.

    13F-HR 0001705819-25-000022 filed by AllGen Financial Advisors, Inc.
    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 81,384 shares
    Change vs previous 13F not available

    7.48% of the 13F portfolio, value $23,044,586.

    13F-HR 0001705819-24-000058 filed by AllGen Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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