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Disclosery

Souders Financial Advisors: VTV position timeline

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

Souders Financial Advisors held 89,650 VTV 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 89,650 shares
    Change vs previous 13F -3,397 shares

    1.97% of the 13F portfolio, value $19,537,532.

    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 93,047 shares
    Change vs previous 13F +1,187 shares

    2.08% of the 13F portfolio, value $18,255,769.

    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 91,860 shares
    Change vs previous 13F +3,691 shares

    2.01% of the 13F portfolio, value $17,544,322.

    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 88,169 shares
    Change vs previous 13F +4,278 shares

    1.96% of the 13F portfolio, value $16,442,569.

    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 83,891 shares
    Change vs previous 13F +9,211 shares

    1.89% of the 13F portfolio, value $14,826,891.

    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 74,680 shares
    Change vs previous 13F +33,453 shares

    1.8% of the 13F portfolio, value $12,900,219.

    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 41,227 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $6,979,766.

    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).