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TOBIAS FINANCIAL ADVISORS, INC.: VWO position timeline

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

TOBIAS FINANCIAL ADVISORS, INC. held 403,971 VWO 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 403,971 shares
    Change vs previous 13F +9,468 shares

    3.06% of the 13F portfolio, value $24,113,042.

    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 394,503 shares
    Change vs previous 13F -4,559 shares

    2.97% of the 13F portfolio, value $21,322,865.

    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 399,062 shares
    Change vs previous 13F +22,123 shares

    3.03% of the 13F portfolio, value $21,453,588.

    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 376,939 shares
    Change vs previous 13F +22,355 shares

    3.1% of the 13F portfolio, value $20,422,568.

    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 354,584 shares
    Change vs previous 13F +15,790 shares

    3% of the 13F portfolio, value $17,537,733.

    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 338,794 shares
    Change vs previous 13F +14,015 shares

    2.98% of the 13F portfolio, value $15,333,813.

    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 324,779 shares
    Change vs previous 13F +15,277 shares

    2.88% of the 13F portfolio, value $14,303,251.

    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 309,502 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $14,809,686.

    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).