Francis Financial, Inc.: VTI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Francis Financial, Inc. on VTI, newest first. How the timeline and the estimate are built.
Francis Financial, Inc. held 13,031 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 13,031 sharesChange vs previous 13F -2,573 shares
0.79% of the 13F portfolio, value $4,821,865.
13F-HR 0001727514-26-000003 filed by Francis Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 15,604 sharesChange vs previous 13F +217 shares
0.93% of the 13F portfolio, value $5,005,809.
13F-HR 0001727514-26-000002 filed by Francis Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 15,387 sharesChange vs previous 13F +1,352 shares
1.01% of the 13F portfolio, value $5,158,683.
13F-HR 0001727514-26-000001 filed by Francis Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 14,035 sharesChange vs previous 13F +539 shares
0.82% of the 13F portfolio, value $4,608,053.
13F-HR 0001727514-25-000003 filed by Francis Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,496 sharesChange vs previous 13F +1,628 shares
0.95% of the 13F portfolio, value $4,104,051.
13F-HR 0001085146-25-004708 filed by Francis Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 11,868 sharesChange vs previous 13F +315 shares
0.79% of the 13F portfolio, value $3,261,686.
13F-HR 0001085146-25-002986 filed by Francis Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,553 sharesChange vs previous 13F -784 shares
0.85% of the 13F portfolio, value $3,348,232.
13F-HR 0001085146-25-001582 filed by Francis Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 12,337 sharesChange vs previous 13F not available
0.92% of the 13F portfolio, value $3,495,088.
13F-HR 0001085146-24-005311 filed by Francis Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).