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Hershey Financial Advisers, LLC: VPU position timeline

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

Hershey Financial Advisers, LLC held 7,895 VPU 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 7,895 shares
    Change vs previous 13F -811 shares

    1.11% of the 13F portfolio, value $1,545,281.

    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 8,706 shares
    Change vs previous 13F -854 shares

    1.49% of the 13F portfolio, value $1,724,982.

    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 9,560 shares
    Change vs previous 13F -366 shares

    1.5% of the 13F portfolio, value $1,768,943.

    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 9,926 shares
    Change vs previous 13F +108 shares

    1.61% of the 13F portfolio, value $1,880,024.

    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 9,818 shares
    Change vs previous 13F -1,271 shares

    1.55% of the 13F portfolio, value $1,732,904.

    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 11,089 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $1,812,200.

    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).