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INTERACTIVE FINANCIAL ADVISORS, INC.: VPU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INTERACTIVE FINANCIAL ADVISORS, INC. on VPU, newest first. How the timeline and the estimate are built.

INTERACTIVE FINANCIAL ADVISORS, INC. held 4,420 VPU shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,420 shares
    Change vs previous 13F -152 shares

    0.53% of the 13F portfolio, value $865,279.

    13F-HR 0001419099-26-000003 filed by INTERACTIVE FINANCIAL ADVISORS, INC.
    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 4,572 shares
    Change vs previous 13F +307 shares

    0.59% of the 13F portfolio, value $905,896.

    13F-HR 0001419099-26-000002 filed by INTERACTIVE 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 ended2025-12-31
    13F 4,265 shares
    Change vs previous 13F -210 shares

    0.51% of the 13F portfolio, value $789,196.

    13F-HR 0001419099-26-000001 filed by INTERACTIVE 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 ended2025-09-30
    13F 4,475 shares
    Change vs previous 13F -123 shares

    0.46% of the 13F portfolio, value $847,610.

    13F-HR 0001419099-25-000002 filed by INTERACTIVE 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 ended2025-06-30
    13F 4,598 shares
    Change vs previous 13F +10 shares

    0.4% of the 13F portfolio, value $811,593.

    13F-HR 0001085146-25-004233 filed by INTERACTIVE 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 ended2025-03-31
    13F 4,588 shares
    Change vs previous 13F -28 shares

    0.41% of the 13F portfolio, value $783,676.

    13F-HR 0001085146-25-002434 filed by INTERACTIVE FINANCIAL ADVISORS, INC.
    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 4,616 shares
    Change vs previous 13F -162 shares

    0.4% of the 13F portfolio, value $754,347.

    13F-HR 0001085146-25-000832 filed by INTERACTIVE FINANCIAL ADVISORS, INC.
    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 4,778 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $831,611.

    13F-HR 0001085146-24-005236 filed by INTERACTIVE FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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