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Disclosery

Wade Financial Advisory, Inc: VB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wade Financial Advisory, Inc on VB, newest first. How the timeline and the estimate are built.

Wade Financial Advisory, Inc held 11,456 VB shares at 2025-03-31 per its 13F-HR filed 2025-05-09.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 11,456 shares
    Change vs previous 13F -789 shares

    0.87% of the 13F portfolio, value $2,540,307.

    13F-HR 0001085146-25-002882 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 12,245 shares
    Change vs previous 13F -636 shares

    1% of the 13F portfolio, value $2,942,163.

    13F-HR 0001085146-25-000415 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 12,881 shares
    Change vs previous 13F -129 shares

    1.03% of the 13F portfolio, value $3,055,437.

    13F-HR 0001085146-24-005183 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 13,010 shares
    Change vs previous 13F -411 shares

    1.02% of the 13F portfolio, value $2,836,641.

    13F-HR 0001085146-24-003226 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 13,421 shares
    Change vs previous 13F -121 shares

    1.12% of the 13F portfolio, value $3,067,844.

    13F-HR 0001085146-24-002447 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 13,542 shares
    Change vs previous 13F -311 shares

    1.09% of the 13F portfolio, value $2,888,857.

    13F-HR 0001085146-24-000984 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 13,853 shares
    Change vs previous 13F -1 shares

    1.12% of the 13F portfolio, value $2,619,135.

    13F-HR 0001085146-23-003690 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 13,854 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $2,755,368.

    13F-HR 0001085146-23-003207 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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