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RTD Financial Advisors, Inc.: VSS position timeline

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

RTD Financial Advisors, Inc. held 63,872 VSS 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 63,872 shares
    Change vs previous 13F -384 shares

    1.08% of the 13F portfolio, value $9,916,184.

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

  2. period ended2026-06-30
    13F 64,256 shares
    Change vs previous 13F -1,143 shares

    1.08% of the 13F portfolio, value $9,914,105.

    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 65,399 shares
    Change vs previous 13F -2,346 shares

    1.17% of the 13F portfolio, value $9,534,564.

    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 67,745 shares
    Change vs previous 13F -2,627 shares

    1.18% of the 13F portfolio, value $9,709,934.

    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 70,372 shares
    Change vs previous 13F -468 shares

    1.21% of the 13F portfolio, value $10,031,572.

    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 70,840 shares
    Change vs previous 13F +2,167 shares

    1.22% of the 13F portfolio, value $9,520,228.

    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 68,673 shares
    Change vs previous 13F -650 shares

    1.07% of the 13F portfolio, value $7,938,634.

    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 69,323 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $7,936,132.

    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).