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RTD Financial Advisors, Inc.: VTV position timeline

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

RTD Financial Advisors, Inc. held 12,046 VTV 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 12,046 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $2,602,900.

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

  2. period ended2026-06-30
    13F 12,046 shares
    Change vs previous 13F -418 shares

    0.29% of the 13F portfolio, value $2,625,185.

    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 12,464 shares
    Change vs previous 13F +394 shares

    0.3% of the 13F portfolio, value $2,445,437.

    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 12,070 shares
    Change vs previous 13F -4,744 shares

    0.28% of the 13F portfolio, value $2,305,250.

    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 16,814 shares
    Change vs previous 13F +2,423 shares

    0.38% of the 13F portfolio, value $3,135,643.

    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 14,391 shares
    Change vs previous 13F +4,571 shares

    0.33% of the 13F portfolio, value $2,543,466.

    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 9,820 shares
    Change vs previous 13F -474 shares

    0.23% of the 13F portfolio, value $1,696,307.

    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 10,294 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,742,775.

    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).