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Disclosery

Financial Symmetry Inc: VT position timeline

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

Financial Symmetry Inc held 63,330 VT shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 63,330 shares
    Change vs previous 13F -853 shares

    3.19% of the 13F portfolio, value $9,996,691.

    13F-HR 0002004843-26-000006 filed by Financial Symmetry Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 64,183 shares
    Change vs previous 13F -617 shares

    3.36% of the 13F portfolio, value $10,073,455.

    13F-HR 0002004843-26-000005 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 64,800 shares
    Change vs previous 13F -1,539 shares

    3.48% of the 13F portfolio, value $9,797,743.

    13F-HR 0002004843-26-000002 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 66,339 shares
    Change vs previous 13F -407 shares

    3.82% of the 13F portfolio, value $9,357,814.

    13F-HR 0002004843-26-000001 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 66,746 shares
    Change vs previous 13F +80 shares

    4.12% of the 13F portfolio, value $9,197,653.

    13F-HR 0002004843-25-000005 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 66,666 shares
    Change vs previous 13F -795 shares

    4.43% of the 13F portfolio, value $8,567,887.

    13F-HR 0002004843-25-000004 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 67,461 shares
    Change vs previous 13F -645 shares

    4.8% of the 13F portfolio, value $7,822,072.

    13F-HR 0002004843-25-000002 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 68,106 shares
    Change vs previous 13F not available

    5.42% of the 13F portfolio, value $8,001,096.

    13F-HR 0002004843-25-000001 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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