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Disclosery

RTD Financial Advisors, Inc.: VBR position timeline

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

RTD Financial Advisors, Inc. held 34,888 VBR 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 34,888 shares
    Change vs previous 13F -1,115 shares

    0.88% of the 13F portfolio, value $8,060,157.

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

  2. period ended2026-06-30
    13F 36,003 shares
    Change vs previous 13F -1,186 shares

    0.95% of the 13F portfolio, value $8,748,350.

    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 37,189 shares
    Change vs previous 13F -884 shares

    0.99% of the 13F portfolio, value $8,079,294.

    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 38,073 shares
    Change vs previous 13F -960 shares

    0.98% of the 13F portfolio, value $8,063,464.

    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 39,033 shares
    Change vs previous 13F -31 shares

    0.98% of the 13F portfolio, value $8,146,561.

    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 39,064 shares
    Change vs previous 13F +3,658 shares

    0.97% of the 13F portfolio, value $7,617,856.

    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 35,406 shares
    Change vs previous 13F +1,578 shares

    0.89% of the 13F portfolio, value $6,595,770.

    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 33,828 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $6,704,018.

    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).