Skip to content
Disclosery

Unify Financial Advisors: VTI position timeline

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

Unify Financial Advisors held 18,850 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,850 shares
    Change vs previous 13F -436 shares

    6.44% of the 13F portfolio, value $6,975,087.

    13F-HR 0001420506-26-001261 filed by Unify Financial Advisors
    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 19,286 shares
    Change vs previous 13F +271 shares

    6.42% of the 13F portfolio, value $6,187,142.

    13F-HR 0001420506-26-000717 filed by Unify Financial Advisors
    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 19,015 shares
    Change vs previous 13F not available

    6.64% of the 13F portfolio, value $6,375,159.

    13F-HR 0001420506-26-000654 filed by Unify Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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