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Disclosery

Intelligent Financial Strategies: VT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Intelligent Financial Strategies on VT, newest first. How the timeline and the estimate are built.

Intelligent Financial Strategies held 155,814 VT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 155,814 shares
    Change vs previous 13F 0 shares

    11.77% of the 13F portfolio, value $24,454,980.

    13F-HR 0001911000-26-000004 filed by Intelligent Financial Strategies
    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 155,814 shares
    Change vs previous 13F -9,201 shares

    11.23% of the 13F portfolio, value $21,552,229.

    13F-HR 0001911000-26-000002 filed by Intelligent Financial Strategies
    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 165,015 shares
    Change vs previous 13F -3,135 shares

    11.19% of the 13F portfolio, value $23,277,021.

    13F-HR 0001911000-26-000001 filed by Intelligent Financial Strategies
    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 168,150 shares
    Change vs previous 13F +106,785 shares

    11.28% of the 13F portfolio, value $23,171,104.

    13F-HR 0001911000-25-000008 filed by Intelligent Financial Strategies
    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 61,365 shares
    Change vs previous 13F +38,865 shares

    4.19% of the 13F portfolio, value $7,886,667.

    13F-HR 0001911000-25-000007 filed by Intelligent Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 22,500 shares
    Change vs previous 13F -304 shares

    1.36% of the 13F portfolio, value $2,608,825.

    13F-HR 0001911000-25-000005 filed by Intelligent Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 22,804 shares
    Change vs previous 13F +8,240 shares

    1.48% of the 13F portfolio, value $2,679,012.

    13F-HR 0001911000-25-000001 filed by Intelligent Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 14,564 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,743,275.

    13F-HR 0001911000-24-000005 filed by Intelligent Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

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