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Disclosery

THEORY FINANCIAL LLC: VTEB position timeline

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

THEORY FINANCIAL LLC held 51,756 VTEB 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 51,756 shares
    Change vs previous 13F +1,318 shares

    0.82% of the 13F portfolio, value $2,617,818.

    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 50,438 shares
    Change vs previous 13F 0 shares

    0.88% of the 13F portfolio, value $2,516,352.

    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 50,438 shares
    Change vs previous 13F +2,864 shares

    0.86% of the 13F portfolio, value $2,549,137.

    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 47,574 shares
    Change vs previous 13F -8,260 shares

    0.85% of the 13F portfolio, value $2,404,390.

    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 55,834 shares
    Change vs previous 13F -304 shares

    1.03% of the 13F portfolio, value $2,717,999.

    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 56,138 shares
    Change vs previous 13F +22,428 shares

    1.18% of the 13F portfolio, value $2,785,568.

    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 33,710 shares
    Change vs previous 13F -510 shares

    0.71% of the 13F portfolio, value $1,689,882.

    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 34,220 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,722,977.

    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).