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TPG Financial Advisors, LLC: VTEB position timeline

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

TPG Financial Advisors, LLC held 92,341 VTEB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,341 shares
    Change vs previous 13F 0 shares

    1.39% of the 13F portfolio, value $4,670,608.

    13F-HR 0001706669-26-000008 filed by TPG Financial Advisors, 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 92,341 shares
    Change vs previous 13F +28,124 shares

    1.5% of the 13F portfolio, value $4,606,892.

    13F-HR 0001706669-26-000006 filed by TPG Financial Advisors, 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 64,217 shares
    Change vs previous 13F 0 shares

    1.08% of the 13F portfolio, value $3,229,473.

    13F-HR 0001706669-26-000003 filed by TPG Financial Advisors, 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 64,217 shares
    Change vs previous 13F 0 shares

    1.2% of the 13F portfolio, value $3,215,345.

    13F-HR 0001706669-25-000009 filed by TPG Financial Advisors, 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 64,217 shares
    Change vs previous 13F -24,647 shares

    1.26% of the 13F portfolio, value $3,148,560.

    13F-HR 0001706669-25-000007 filed by TPG Financial Advisors, 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 88,864 shares
    Change vs previous 13F +21,387 shares

    1.95% of the 13F portfolio, value $4,409,432.

    13F-HR 0001706669-25-000004 filed by TPG Financial Advisors, 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 67,477 shares
    Change vs previous 13F 0 shares

    1.47% of the 13F portfolio, value $3,382,622.

    13F-HR 0001706669-25-000001 filed by TPG Financial Advisors, 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 67,477 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $3,449,424.

    13F-HR 0001706669-24-000004 filed by TPG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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