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Gladwyn Financial Advisors, Inc.: VOT position timeline

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

Gladwyn Financial Advisors, Inc. held 39,723 VOT shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 39,723 shares
    Change vs previous 13F -38 shares

    7.41% of the 13F portfolio, value $11,603,223.

    13F-HR 0002078684-26-000004 filed by Gladwyn Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 39,761 shares
    Change vs previous 13F -22 shares

    7.62% of the 13F portfolio, value $12,178,800.

    13F-HR 0002078684-26-000003 filed by Gladwyn Financial Advisors, 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 39,783 shares
    Change vs previous 13F +4,446 shares

    7.12% of the 13F portfolio, value $10,238,173.

    13F-HR 0002078684-26-000002 filed by Gladwyn Financial Advisors, 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 35,337 shares
    Change vs previous 13F +1,149 shares

    6.93% of the 13F portfolio, value $9,863,791.

    13F-HR 0002078684-26-000001 filed by Gladwyn Financial Advisors, 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 34,188 shares
    Change vs previous 13F +221 shares

    7.21% of the 13F portfolio, value $10,044,011.

    13F-HR 0002078684-25-000003 filed by Gladwyn Financial Advisors, 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 33,967 shares
    Change vs previous 13F not available

    7.47% of the 13F portfolio, value $9,659,868.

    13F-HR 0002078684-25-000001 filed by Gladwyn Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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