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McClarren Financial Advisors, Inc.: VPU position timeline

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

McClarren Financial Advisors, Inc. held 2,879 VPU shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,879 shares
    Change vs previous 13F -17 shares

    0.25% of the 13F portfolio, value $492,391.

    13F-HR 0001214659-26-012936 filed by McClarren Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,896 shares
    Change vs previous 13F -31 shares

    0.29% of the 13F portfolio, value $566,778.

    13F-HR 0001214659-26-008656 filed by McClarren 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 ended2026-03-31
    13F 2,927 shares
    Change vs previous 13F +1,017 shares

    0.34% of the 13F portfolio, value $579,924.

    13F-HR 0001214659-26-004716 filed by McClarren 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 ended2025-12-31
    13F 1,910 shares
    Change vs previous 13F +466 shares

    0.21% of the 13F portfolio, value $345,640.

    13F-HR 0001214659-26-000385 filed by McClarren 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 ended2025-09-30
    13F 1,444 shares
    Change vs previous 13F -441 shares

    0.21% of the 13F portfolio, value $351,229.

    13F-HR 0001214659-25-014963 filed by McClarren 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 ended2025-06-30
    13F 1,885 shares
    Change vs previous 13F +374 shares

    0.22% of the 13F portfolio, value $332,647.

    13F-HR 0001214659-25-011634 filed by McClarren 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 ended2025-03-31
    13F 1,511 shares
    Change vs previous 13F -311 shares

    0.21% of the 13F portfolio, value $313,000.

    13F-HR 0001842974-25-000001 filed by McClarren 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 ended2024-12-31
    13F 1,822 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $297,000.

    13F-HR 0001907157-25-000007 filed by McClarren Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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