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Disclosery

Souders Financial Advisors: V position timeline

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

Souders Financial Advisors held 10,624 V shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,624 shares
    Change vs previous 13F -842 shares

    0.37% of the 13F portfolio, value $3,644,903.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 11,466 shares
    Change vs previous 13F -868 shares

    0.4% of the 13F portfolio, value $3,465,371.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,334 shares
    Change vs previous 13F -1 shares

    0.5% of the 13F portfolio, value $4,325,740.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,335 shares
    Change vs previous 13F -287 shares

    0.5% of the 13F portfolio, value $4,210,788.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,622 shares
    Change vs previous 13F -1,082 shares

    0.57% of the 13F portfolio, value $4,481,265.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 13,704 shares
    Change vs previous 13F -4,364 shares

    0.67% of the 13F portfolio, value $4,802,584.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 18,068 shares
    Change vs previous 13F -3,917 shares

    0.8% of the 13F portfolio, value $5,710,102.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 21,985 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $6,044,772.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).