Financial & Tax Architects, LLC: VTIP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial & Tax Architects, LLC on VTIP, newest first. How the timeline and the estimate are built.
Financial & Tax Architects, LLC held 211,203 VTIP shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 211,203 sharesChange vs previous 13F +23,560 shares
2.24% of the 13F portfolio, value $10,608,725.
13F-HR 0001758543-26-000004 filed by Financial & Tax Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 187,643 sharesChange vs previous 13F +4,068 shares
2.09% of the 13F portfolio, value $9,372,763.
13F-HR 0001758543-26-000003 filed by Financial & Tax Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 183,575 sharesChange vs previous 13F +183,575 shares
2.04% of the 13F portfolio, value $9,079,615.
13F-HR 0001758543-26-000001 filed by Financial & Tax Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 0 sharesChange vs previous 13F -283,182 shares
13F-HR 0001758543-25-000002 filed by Financial & Tax Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 283,182 sharesChange vs previous 13F not available
3.46% of the 13F portfolio, value $14,235,571.
13F-HR 0001214659-25-012000 filed by Financial & Tax Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).