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Farrell Financial LLC: VTIP position timeline

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

Farrell Financial LLC held 62,205 VTIP shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,205 shares
    Change vs previous 13F +1,957 shares

    1.69% of the 13F portfolio, value $3,124,555.

    13F-HR 0001754960-26-000469 filed by Farrell 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 60,248 shares
    Change vs previous 13F +999 shares

    1.8% of the 13F portfolio, value $3,009,384.

    13F-HR 0001754960-26-000217 filed by Farrell 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 59,249 shares
    Change vs previous 13F +2,507 shares

    1.73% of the 13F portfolio, value $2,930,466.

    13F-HR 0001754960-26-000026 filed by Farrell 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 56,742 shares
    Change vs previous 13F +2,837 shares

    1.8% of the 13F portfolio, value $2,872,839.

    13F-HR 0001754960-25-000697 filed by Farrell 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 53,905 shares
    Change vs previous 13F +4,815 shares

    1.82% of the 13F portfolio, value $2,709,816.

    13F-HR 0001754960-25-000374 filed by Farrell 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 49,090 shares
    Change vs previous 13F +1,892 shares

    1.78% of the 13F portfolio, value $2,449,567.

    13F-HR 0001754960-25-000203 filed by Farrell 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 47,198 shares
    Change vs previous 13F +2,514 shares

    1.63% of the 13F portfolio, value $2,285,304.

    13F-HR 0001754960-25-000042 filed by Farrell Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 44,684 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $2,184,587.

    13F-HR 0001754960-24-000558 filed by Farrell Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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