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RTD Financial Advisors, Inc.: VO position timeline

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

RTD Financial Advisors, Inc. held 244,829 VO 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 244,829 shares
    Change vs previous 13F -11,837 shares

    2.1% of the 13F portfolio, value $19,199,484.

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

  2. period ended2026-06-30
    13F 256,666 shares
    Change vs previous 13F +191,683 shares

    2.26% of the 13F portfolio, value $20,679,546.

    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 64,983 shares
    Change vs previous 13F -33 shares

    2.29% of the 13F portfolio, value $18,661,722.

    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 65,016 shares
    Change vs previous 13F -1,775 shares

    2.3% of the 13F portfolio, value $18,868,883.

    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 66,791 shares
    Change vs previous 13F +443 shares

    2.36% of the 13F portfolio, value $19,619,245.

    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 66,348 shares
    Change vs previous 13F +50,356 shares

    2.38% of the 13F portfolio, value $18,566,237.

    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 15,992 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $4,135,922.

    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).