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Axiom Financial Strategies, LLC: VTRS position timeline

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

Axiom Financial Strategies, LLC held 27,328 VTRS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,328 shares
    Change vs previous 13F +244 shares

    0.14% of the 13F portfolio, value $433,969.

    13F-HR 0001951757-26-001108 filed by Axiom Financial Strategies, 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 27,084 shares
    Change vs previous 13F +4,492 shares

    0.13% of the 13F portfolio, value $365,905.

    13F-HR 0001951757-26-000668 filed by Axiom Financial Strategies, 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 22,592 shares
    Change vs previous 13F +3,001 shares

    0.12% of the 13F portfolio, value $281,270.

    13F-HR 0001951757-26-000277 filed by Axiom Financial Strategies, 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 19,591 shares
    Change vs previous 13F -1,200 shares

    0.08% of the 13F portfolio, value $193,951.

    13F-HR 0001951757-25-001431 filed by Axiom Financial Strategies, 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 20,791 shares
    Change vs previous 13F +4,541 shares

    0.1% of the 13F portfolio, value $185,664.

    13F-HR 0001951757-25-001001 filed by Axiom Financial Strategies, 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 16,250 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $141,538.

    13F-HR 0001951757-25-000558 filed by Axiom Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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