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Disclosery

FINANCIAL LIFE ADVISORS: VTIP position timeline

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

FINANCIAL LIFE ADVISORS held 63,091 VTIP shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,091 shares
    Change vs previous 13F +1,598 shares

    0.9% of the 13F portfolio, value $3,169,061.

    13F-HR 0001730813-26-000004 filed by FINANCIAL LIFE ADVISORS
    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 61,493 shares
    Change vs previous 13F +406 shares

    0.96% of the 13F portfolio, value $3,071,575.

    13F-HR 0001730813-26-000003 filed by FINANCIAL LIFE ADVISORS
    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 61,087 shares
    Change vs previous 13F +3,496 shares

    0.93% of the 13F portfolio, value $3,021,363.

    13F-HR 0001730813-26-000002 filed by FINANCIAL LIFE ADVISORS
    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 57,591 shares
    Change vs previous 13F +3,642 shares

    0.94% of the 13F portfolio, value $2,915,832.

    13F-HR 0001730813-25-000006 filed by FINANCIAL LIFE ADVISORS
    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 53,949 shares
    Change vs previous 13F +7,193 shares

    0.93% of the 13F portfolio, value $2,712,016.

    13F-HR 0001730813-25-000005 filed by FINANCIAL LIFE ADVISORS
    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 46,756 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $2,333,124.

    13F-HR 0001730813-25-000004 filed by FINANCIAL LIFE ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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