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TOBIAS FINANCIAL ADVISORS, INC.: VIGI position timeline

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

TOBIAS FINANCIAL ADVISORS, INC. held 39,684 VIGI 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 39,684 shares
    Change vs previous 13F -2,405 shares

    0.47% of the 13F portfolio, value $3,705,665.

    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 42,089 shares
    Change vs previous 13F -10,533 shares

    0.52% of the 13F portfolio, value $3,723,214.

    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 52,622 shares
    Change vs previous 13F +2,863 shares

    0.68% of the 13F portfolio, value $4,812,245.

    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 49,759 shares
    Change vs previous 13F -302 shares

    0.68% of the 13F portfolio, value $4,456,939.

    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 50,061 shares
    Change vs previous 13F -5,014 shares

    0.77% of the 13F portfolio, value $4,511,519.

    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 55,075 shares
    Change vs previous 13F -3,116 shares

    0.89% of the 13F portfolio, value $4,567,884.

    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 58,191 shares
    Change vs previous 13F -1,698 shares

    0.94% of the 13F portfolio, value $4,654,685.

    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 59,889 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $5,287,021.

    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).