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Disclosery

DEFINE FINANCIAL, LLC: VTIP position timeline

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

DEFINE FINANCIAL, LLC held 644,675 VTIP shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 644,675 shares
    Change vs previous 13F +78,434 shares

    14.87% of the 13F portfolio, value $32,382,031.

    13F-HR 0001754960-26-000479 filed by DEFINE FINANCIAL, 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 566,241 shares
    Change vs previous 13F +55,843 shares

    15.35% of the 13F portfolio, value $28,283,717.

    13F-HR 0001754960-26-000258 filed by DEFINE FINANCIAL, 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 510,398 shares
    Change vs previous 13F +67,335 shares

    14.31% of the 13F portfolio, value $25,244,308.

    13F-HR 0001754960-26-000035 filed by DEFINE FINANCIAL, 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 443,063 shares
    Change vs previous 13F +22,287 shares

    13.46% of the 13F portfolio, value $22,432,279.

    13F-HR 0001754960-25-000674 filed by DEFINE FINANCIAL, 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 420,776 shares
    Change vs previous 13F +10,012 shares

    13.94% of the 13F portfolio, value $21,152,424.

    13F-HR 0001754960-25-000382 filed by DEFINE FINANCIAL, 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 410,764 shares
    Change vs previous 13F +27,260 shares

    15.51% of the 13F portfolio, value $20,361,568.

    13F-HR 0001754960-25-000197 filed by DEFINE FINANCIAL, 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 383,504 shares
    Change vs previous 13F not available

    14.02% of the 13F portfolio, value $18,569,280.

    13F-HR 0001754960-25-000021 filed by DEFINE FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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