NEVILLE RODIE & SHAW INC: VFIAX position timeline

NEVILLE RODIE & SHAW INC held 5,842 VFIAX shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 5,842 shares

   Change vs previous 13F -248 shares

   0.28% of the 13F portfolio, value $4,125,000.

   13F-HR 0000071210-26-000006 filed by NEVILLE RODIE & SHAW INC
   Accepted 2026-10-05 13:53:17 UTC, ingested 2026-10-06 10:25:12 UTC

2. period ended2026-06-30

   13F 6,090 shares

   Change vs previous 13F -50 shares

   0.27% of the 13F portfolio, value $4,215,000.

   13F-HR 0000071210-26-000003 filed by NEVILLE RODIE & SHAW INC
   Filed 2026-07-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 6,140 shares

   Change vs previous 13F -20 shares

   0.27% of the 13F portfolio, value $3,699,000.

   13F-HR 0000071210-26-000002 filed by NEVILLE RODIE & SHAW INC
   Filed 2026-04-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 6,160 shares

   Change vs previous 13F -195 shares

   0.27% of the 13F portfolio, value $3,892,000.

   13F-HR 0000071210-26-000001 filed by NEVILLE RODIE & SHAW INC
   Filed 2026-01-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 6,355 shares

   Change vs previous 13F -329 shares

   0.28% of the 13F portfolio, value $3,923,000.

   13F-HR 0000071210-25-000006 filed by NEVILLE RODIE & SHAW INC
   Filed 2025-10-01 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 6,684 shares

   Change vs previous 13F +99 shares

   0.28% of the 13F portfolio, value $3,827,000.

   13F-HR 0000071210-25-000003 filed by NEVILLE RODIE & SHAW INC
   Filed 2025-07-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 6,585 shares

   Change vs previous 13F +399 shares

   0.27% of the 13F portfolio, value $3,409,000.

   13F-HR 0000071210-25-000002 filed by NEVILLE RODIE & SHAW INC
   Filed 2025-04-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 6,186 shares

   Change vs previous 13F not available

   0.24% of the 13F portfolio, value $3,357,000.

   13F-HR 0000071210-25-000001 filed by NEVILLE RODIE & SHAW INC
   Filed 2025-01-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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