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RTD Financial Advisors, Inc.: VTEB position timeline

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

RTD Financial Advisors, Inc. held 155,857 VTEB 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 155,857 shares
    Change vs previous 13F -19,414 shares

    0.81% of the 13F portfolio, value $7,381,397.

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

  2. period ended2026-06-30
    13F 175,271 shares
    Change vs previous 13F -2,102 shares

    0.97% of the 13F portfolio, value $8,865,200.

    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 177,373 shares
    Change vs previous 13F -3,450 shares

    1.09% of the 13F portfolio, value $8,849,132.

    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 180,823 shares
    Change vs previous 13F -12,257 shares

    1.11% of the 13F portfolio, value $9,093,582.

    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 193,080 shares
    Change vs previous 13F -2,471 shares

    1.16% of the 13F portfolio, value $9,667,514.

    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 195,551 shares
    Change vs previous 13F +21,538 shares

    1.23% of the 13F portfolio, value $9,587,845.

    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 174,013 shares
    Change vs previous 13F -2,074 shares

    1.16% of the 13F portfolio, value $8,634,502.

    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 176,087 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $8,827,223.

    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).