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Wade Financial Advisory, Inc: VV position timeline

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

Wade Financial Advisory, Inc held 97,688 VV 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 97,688 shares
    Change vs previous 13F -984 shares

    8.6% of the 13F portfolio, value $25,108,696.

    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 98,672 shares
    Change vs previous 13F -225 shares

    9.01% of the 13F portfolio, value $26,611,785.

    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 98,897 shares
    Change vs previous 13F -358 shares

    8.76% of the 13F portfolio, value $26,038,539.

    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 99,255 shares
    Change vs previous 13F -1,402 shares

    8.92% of the 13F portfolio, value $24,775,984.

    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 100,657 shares
    Change vs previous 13F -945 shares

    8.8% of the 13F portfolio, value $24,133,475.

    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 101,602 shares
    Change vs previous 13F -3,757 shares

    8.38% of the 13F portfolio, value $22,164,433.

    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 105,359 shares
    Change vs previous 13F -1,377 shares

    8.83% of the 13F portfolio, value $20,617,664.

    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 106,736 shares
    Change vs previous 13F not available

    8.57% of the 13F portfolio, value $21,637,482.

    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).