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Bedel Financial Consulting, Inc.: VTES position timeline

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

Bedel Financial Consulting, Inc. held 38,035 VTES shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,035 shares
    Change vs previous 13F +3,228 shares

    0.37% of the 13F portfolio, value $3,853,326.

    13F-HR 0001765380-26-000237 filed by Bedel Financial Consulting, 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 34,807 shares
    Change vs previous 13F -129,972 shares

    0.4% of the 13F portfolio, value $3,520,380.

    13F-HR 0001765380-26-000143 filed by Bedel Financial Consulting, 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 164,779 shares
    Change vs previous 13F +142,165 shares

    1.8% of the 13F portfolio, value $16,737,427.

    13F-HR 0001765380-26-000047 filed by Bedel Financial Consulting, 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 22,614 shares
    Change vs previous 13F +2,074 shares

    0.29% of the 13F portfolio, value $2,304,932.

    13F-HR 0001765380-25-000442 filed by Bedel Financial Consulting, 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 20,540 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,073,102.

    13F-HR 0001765380-25-000339 filed by Bedel Financial Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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