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RTD Financial Advisors, Inc.: VOT position timeline

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

RTD Financial Advisors, Inc. held 36,126 VOT 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 36,126 shares
    Change vs previous 13F -421 shares

    1.15% of the 13F portfolio, value $10,552,538.

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

  2. period ended2026-06-30
    13F 36,547 shares
    Change vs previous 13F -381 shares

    1.22% of the 13F portfolio, value $11,194,484.

    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 36,928 shares
    Change vs previous 13F +1,796 shares

    1.17% of the 13F portfolio, value $9,503,535.

    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 35,132 shares
    Change vs previous 13F -1,138 shares

    1.2% of the 13F portfolio, value $9,806,866.

    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 36,270 shares
    Change vs previous 13F -788 shares

    1.28% of the 13F portfolio, value $10,655,884.

    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 37,058 shares
    Change vs previous 13F +7,221 shares

    1.35% of the 13F portfolio, value $10,538,913.

    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 29,837 shares
    Change vs previous 13F +6,676 shares

    0.98% of the 13F portfolio, value $7,299,368.

    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 23,161 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $5,877,187.

    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).