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Hershey Financial Advisers, LLC: VFH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hershey Financial Advisers, LLC on VFH, newest first. How the timeline and the estimate are built.

Hershey Financial Advisers, LLC held 7,723 VFH shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,723 shares
    Change vs previous 13F -791 shares

    0.73% of the 13F portfolio, value $1,016,327.

    13F-HR 0002034214-26-000003 filed by Hershey Financial Advisers, LLC
    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 8,514 shares
    Change vs previous 13F -4,929 shares

    0.89% of the 13F portfolio, value $1,028,544.

    13F-HR 0002034214-26-000002 filed by Hershey Financial Advisers, LLC
    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 13,443 shares
    Change vs previous 13F -484 shares

    1.52% of the 13F portfolio, value $1,794,462.

    13F-HR 0002034214-26-000001 filed by Hershey Financial Advisers, LLC
    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 13,927 shares
    Change vs previous 13F +168 shares

    1.57% of the 13F portfolio, value $1,827,724.

    13F-HR 0002034214-25-000004 filed by Hershey Financial Advisers, LLC
    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 13,759 shares
    Change vs previous 13F -1,998 shares

    1.57% of the 13F portfolio, value $1,751,460.

    13F-HR 0002034214-25-000003 filed by Hershey Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 15,757 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $1,860,455.

    13F-HR 0002034214-25-000001 filed by Hershey Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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