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Approach Retirement Advisors, LLC: VTIP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Approach Retirement Advisors, LLC on VTIP, newest first. How the timeline and the estimate are built.

Approach Retirement Advisors, LLC held 51,102 VTIP shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,102 shares
    Change vs previous 13F +5,538 shares

    1.86% of the 13F portfolio, value $2,566,853.

    13F-HR 0002106948-26-000003 filed by Approach Retirement 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 45,564 shares
    Change vs previous 13F +614 shares

    1.89% of the 13F portfolio, value $2,275,922.

    13F-HR 0002106948-26-000002 filed by Approach Retirement 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 44,950 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $2,223,227.

    13F-HR 0002106948-26-000001 filed by Approach Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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