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Disclosery

RTD Financial Advisors, Inc.: VBK position timeline

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

RTD Financial Advisors, Inc. held 13,418 VBK 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 13,418 shares
    Change vs previous 13F -206 shares

    0.5% of the 13F portfolio, value $4,532,920.

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

  2. period ended2026-06-30
    13F 13,624 shares
    Change vs previous 13F -244 shares

    0.54% of the 13F portfolio, value $4,982,191.

    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 13,868 shares
    Change vs previous 13F -209 shares

    0.52% of the 13F portfolio, value $4,191,501.

    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 14,077 shares
    Change vs previous 13F -96 shares

    0.52% of the 13F portfolio, value $4,252,674.

    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 14,173 shares
    Change vs previous 13F +56 shares

    0.51% of the 13F portfolio, value $4,218,260.

    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 14,117 shares
    Change vs previous 13F +2,339 shares

    0.5% of the 13F portfolio, value $3,909,606.

    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 11,778 shares
    Change vs previous 13F +1,383 shares

    0.4% of the 13F portfolio, value $2,965,387.

    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 10,395 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $2,911,224.

    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).