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RTD Financial Advisors, Inc.: VOE position timeline

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

RTD Financial Advisors, Inc. held 67,672 VOE 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 67,672 shares
    Change vs previous 13F -2,214 shares

    1.45% of the 13F portfolio, value $13,231,922.

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

  2. period ended2026-06-30
    13F 69,886 shares
    Change vs previous 13F -1,889 shares

    1.51% of the 13F portfolio, value $13,809,480.

    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 71,775 shares
    Change vs previous 13F -1,422 shares

    1.63% of the 13F portfolio, value $13,226,695.

    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 73,197 shares
    Change vs previous 13F -3,289 shares

    1.58% of the 13F portfolio, value $12,982,902.

    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 76,486 shares
    Change vs previous 13F -419 shares

    1.6% of the 13F portfolio, value $13,352,975.

    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 76,905 shares
    Change vs previous 13F +25,242 shares

    1.62% of the 13F portfolio, value $12,647,807.

    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 51,663 shares
    Change vs previous 13F -818 shares

    1.11% of the 13F portfolio, value $8,293,988.

    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 52,481 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $8,489,827.

    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).