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Disclosery

THEORY FINANCIAL LLC: VFH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of THEORY FINANCIAL LLC on VFH, newest first. How the timeline and the estimate are built.

THEORY FINANCIAL LLC held 46,809 VFH shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,809 shares
    Change vs previous 13F -1,119 shares

    1.94% of the 13F portfolio, value $6,160,064.

    13F-HR 0001899158-26-000003 filed by THEORY FINANCIAL LLC
    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 47,928 shares
    Change vs previous 13F -95,496 shares

    2.03% of the 13F portfolio, value $5,790,182.

    13F-HR 0001899158-26-000002 filed by THEORY FINANCIAL LLC
    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 143,424 shares
    Change vs previous 13F -3,627 shares

    6.33% of the 13F portfolio, value $18,788,544.

    13F-HR 0001899158-26-000001 filed by THEORY FINANCIAL LLC
    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 147,051 shares
    Change vs previous 13F -92,100 shares

    6.66% of the 13F portfolio, value $18,888,701.

    13F-HR 0001899158-25-000002 filed by THEORY FINANCIAL LLC
    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 239,151 shares
    Change vs previous 13F +67,123 shares

    11.59% of the 13F portfolio, value $30,558,715.

    13F-HR 0001085146-25-004772 filed by THEORY FINANCIAL LLC
    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 172,028 shares
    Change vs previous 13F +34,313 shares

    8.67% of the 13F portfolio, value $20,552,185.

    13F-HR 0001085146-25-002548 filed by THEORY FINANCIAL LLC
    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 137,715 shares
    Change vs previous 13F -3,436 shares

    6.8% of the 13F portfolio, value $16,260,010.

    13F-HR 0001085146-25-000715 filed by THEORY FINANCIAL LLC
    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 141,151 shares
    Change vs previous 13F not available

    7.04% of the 13F portfolio, value $15,982,528.

    13F-HR 0001085146-24-005400 filed by THEORY FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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