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
- period ended2025-03-3113F 97,688 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 98,672 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 98,897 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 99,255 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 100,657 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 101,602 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 105,359 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 106,736 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).