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RTD Financial Advisors, Inc.: VB position timeline

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

RTD Financial Advisors, Inc. held 19,812 VB shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 19,812 shares
    Change vs previous 13F -726 shares

    0.62% of the 13F portfolio, value $5,636,339.

    13F-HR 0002085853-26-001132 filed by RTD Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 20,538 shares
    Change vs previous 13F -1,623 shares

    0.68% of the 13F portfolio, value $6,225,586.

    13F-HR 0002085853-26-000702 filed by RTD 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 22,161 shares
    Change vs previous 13F +251 shares

    0.71% of the 13F portfolio, value $5,804,302.

    13F-HR 0002085853-26-000354 filed by RTD 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 21,910 shares
    Change vs previous 13F -2,408 shares

    0.69% of the 13F portfolio, value $5,651,775.

    13F-HR 0002085853-26-000107 filed by RTD 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 24,318 shares
    Change vs previous 13F +395 shares

    0.74% of the 13F portfolio, value $6,183,621.

    13F-HR 0002085853-25-000083 filed by RTD 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 23,923 shares
    Change vs previous 13F +6,433 shares

    0.73% of the 13F portfolio, value $5,669,320.

    13F-HR 0001667731-25-000803 filed by RTD 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 17,490 shares
    Change vs previous 13F +1,680 shares

    0.52% of the 13F portfolio, value $3,878,452.

    13F-HR 0001667731-25-000437 filed by RTD 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 15,810 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $3,798,727.

    13F-HR 0001667731-25-000067 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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