Skip to content

Portland Financial Advisors Inc: VPL position timeline

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

Portland Financial Advisors Inc held 5,655 VPL 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 5,655 shares
    Change vs previous 13F 0 shares

    1.19% of the 13F portfolio, value $654,227.

    13F-HR 0002054942-26-000003 filed by Portland 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 5,655 shares
    Change vs previous 13F 0 shares

    1.15% of the 13F portfolio, value $552,663.

    13F-HR 0002054942-26-000002 filed by Portland 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 5,655 shares
    Change vs previous 13F -119 shares

    1.09% of the 13F portfolio, value $511,212.

    13F-HR 0002054942-26-000001 filed by Portland 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 5,774 shares
    Change vs previous 13F +60 shares

    1.08% of the 13F portfolio, value $507,188.

    13F-HR 0002054942-25-000006 filed by Portland 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 5,714 shares
    Change vs previous 13F +395 shares

    1.13% of the 13F portfolio, value $469,577.

    13F-HR 0002054942-25-000003 filed by Portland 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 5,319 shares
    Change vs previous 13F -430 shares

    0.99% of the 13F portfolio, value $385,415.

    13F-HR 0002054942-25-000002 filed by Portland 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 5,749 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $408,409.

    13F-HR 0002054942-25-000001 filed by Portland Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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