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Disclosery

Roth Financial Partners LLC: VTEB position timeline

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

Roth Financial Partners LLC held 214,080 VTEB shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 214,080 shares
    Change vs previous 13F -25,024 shares

    3.03% of the 13F portfolio, value $10,133,669.

    13F-HR 0001840888-26-000005 filed by Roth Financial Partners LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 239,104 shares
    Change vs previous 13F +7,074 shares

    3.6% of the 13F portfolio, value $12,094,617.

    13F-HR 0001840888-26-000003 filed by Roth Financial Partners LLC
    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 232,030 shares
    Change vs previous 13F -5,230 shares

    3.95% of the 13F portfolio, value $11,574,495.

    13F-HR 0001840888-26-000002 filed by Roth Financial Partners LLC
    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 237,260 shares
    Change vs previous 13F -3,614 shares

    3.94% of the 13F portfolio, value $11,931,682.

    13F-HR 0001840888-26-000001 filed by Roth Financial Partners LLC
    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 240,874 shares
    Change vs previous 13F -14,300 shares

    4.06% of the 13F portfolio, value $12,060,314.

    13F-HR 0001840888-25-000010 filed by Roth Financial Partners LLC
    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 255,174 shares
    Change vs previous 13F -22,510 shares

    4.51% of the 13F portfolio, value $12,510,379.

    13F-HR 0001840888-25-000004 filed by Roth Financial Partners LLC
    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 277,684 shares
    Change vs previous 13F +477 shares

    5.44% of the 13F portfolio, value $13,777,611.

    13F-HR 0001840888-25-000003 filed by Roth Financial Partners LLC
    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 277,207 shares
    Change vs previous 13F not available

    5.53% of the 13F portfolio, value $13,896,654.

    13F-HR 0001840888-25-000001 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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