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Financial Advisory Corp: VTWV position timeline

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

Financial Advisory Corp held 50,160 VTWV 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 50,160 shares
    Change vs previous 13F -122 shares

    1.3% of the 13F portfolio, value $9,803,293.

    13F-HR 0002085853-26-000681 filed by Financial Advisory Corp
    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 50,282 shares
    Change vs previous 13F -133 shares

    1.17% of the 13F portfolio, value $8,408,167.

    13F-HR 0002085853-26-000355 filed by Financial Advisory Corp
    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 50,415 shares
    Change vs previous 13F -2,012 shares

    1.17% of the 13F portfolio, value $8,062,908.

    13F-HR 0002085853-26-000103 filed by Financial Advisory Corp
    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 52,427 shares
    Change vs previous 13F -377 shares

    1.2% of the 13F portfolio, value $8,171,863.

    13F-HR 0002085853-25-000032 filed by Financial Advisory Corp
    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 52,804 shares
    Change vs previous 13F -978 shares

    1.13% of the 13F portfolio, value $7,344,505.

    13F-HR 0001667731-25-000781 filed by Financial Advisory Corp
    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 53,782 shares
    Change vs previous 13F -3,054 shares

    1.18% of the 13F portfolio, value $7,157,884.

    13F-HR 0001667731-25-000419 filed by Financial Advisory Corp
    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 56,836 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $8,219,082.

    13F-HR 0001667731-25-000315 filed by Financial Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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