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Avant Financial Advisors LLC: VTIP position timeline

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

Avant Financial Advisors LLC held 64,573 VTIP 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 64,573 shares
    Change vs previous 13F +3,250 shares

    2.02% of the 13F portfolio, value $3,243,502.

    13F-HR 0001951757-26-000953 filed by Avant 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 61,323 shares
    Change vs previous 13F +3,928 shares

    2.15% of the 13F portfolio, value $3,063,084.

    13F-HR 0001951757-26-000711 filed by Avant 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 57,395 shares
    Change vs previous 13F +4,464 shares

    2.04% of the 13F portfolio, value $2,838,757.

    13F-HR 0001951757-26-000158 filed by Avant 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 52,931 shares
    Change vs previous 13F +7,666 shares

    2.02% of the 13F portfolio, value $2,679,897.

    13F-HR 0001951757-25-001262 filed by Avant 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 45,265 shares
    Change vs previous 13F +2,393 shares

    1.87% of the 13F portfolio, value $2,275,472.

    13F-HR 0001951757-25-001021 filed by Avant 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 42,872 shares
    Change vs previous 13F +2,041 shares

    1.94% of the 13F portfolio, value $2,139,313.

    13F-HR 0001951757-25-000542 filed by Avant 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 40,831 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $1,977,038.

    13F-HR 0001951757-25-000286 filed by Avant Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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