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TOBIAS FINANCIAL ADVISORS, INC.: VEU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TOBIAS FINANCIAL ADVISORS, INC. on VEU, newest first. How the timeline and the estimate are built.

TOBIAS FINANCIAL ADVISORS, INC. held 29,359 VEU shares at 2026-06-30 per its 13F-HR/A filed 2026-08-25.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 29,359 shares
    Change vs previous 13F -591 shares

    0.31% of the 13F portfolio, value $2,458,833.

    13F-HR/A 0001172661-26-004020 filed by TOBIAS FINANCIAL ADVISORS, INC.
    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 29,950 shares
    Change vs previous 13F +3,544 shares

    0.31% of the 13F portfolio, value $2,249,231.

    13F-HR 0001172661-26-001774 filed by TOBIAS 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 ended2025-12-31
    13F 26,406 shares
    Change vs previous 13F +526 shares

    0.27% of the 13F portfolio, value $1,942,431.

    13F-HR 0001172661-26-000762 filed by TOBIAS 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 ended2025-09-30
    13F 25,880 shares
    Change vs previous 13F -14 shares

    0.28% of the 13F portfolio, value $1,847,053.

    13F-HR 0001172661-25-004533 filed by TOBIAS 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 ended2025-06-30
    13F 25,894 shares
    Change vs previous 13F +129 shares

    0.3% of the 13F portfolio, value $1,740,624.

    13F-HR 0001172661-25-003109 filed by TOBIAS 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 ended2025-03-31
    13F 25,765 shares
    Change vs previous 13F +1,415 shares

    0.3% of the 13F portfolio, value $1,562,884.

    13F-HR 0001172661-25-002269 filed by TOBIAS 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 ended2024-12-31
    13F 24,350 shares
    Change vs previous 13F -280 shares

    0.28% of the 13F portfolio, value $1,397,950.

    13F-HR 0001172661-25-000818 filed by TOBIAS 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 ended2024-09-30
    13F 24,630 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,551,668.

    13F-HR 0001172661-24-004412 filed by TOBIAS FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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