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Disclosery

Kelsey Financial, LLC: VTC position timeline

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

Kelsey Financial, LLC held 11,796 VTC shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,796 shares
    Change vs previous 13F +2,509 shares

    0.69% of the 13F portfolio, value $905,933.

    13F-HR 0002022609-26-000003 filed by Kelsey Financial, 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 9,287 shares
    Change vs previous 13F -955 shares

    0.62% of the 13F portfolio, value $713,520.

    13F-HR 0002022609-26-000002 filed by Kelsey Financial, 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 10,242 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $795,189.

    13F-HR 0002022609-26-000001 filed by Kelsey Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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