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RTD Financial Advisors, Inc.: VIGI position timeline

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

RTD Financial Advisors, Inc. held 106,542 VIGI 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 106,542 shares
    Change vs previous 13F -442 shares

    1.1% of the 13F portfolio, value $10,059,728.

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

  2. period ended2026-06-30
    13F 106,984 shares
    Change vs previous 13F -572 shares

    1.09% of the 13F portfolio, value $9,990,198.

    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 107,556 shares
    Change vs previous 13F -2,201 shares

    1.17% of the 13F portfolio, value $9,514,434.

    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 109,757 shares
    Change vs previous 13F -2,676 shares

    1.22% of the 13F portfolio, value $10,037,309.

    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 112,433 shares
    Change vs previous 13F -2,325 shares

    1.21% of the 13F portfolio, value $10,070,651.

    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 114,758 shares
    Change vs previous 13F +8,615 shares

    1.32% of the 13F portfolio, value $10,342,019.

    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 106,143 shares
    Change vs previous 13F -1,577 shares

    1.18% of the 13F portfolio, value $8,803,527.

    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 107,720 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $8,616,548.

    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).