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Wells Financial Advisors INC: VB position timeline

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

Wells Financial Advisors INC held 266 VB shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 266 shares
    Change vs previous 13F -1,562 shares

    0.75% of the 13F portfolio, value $80,630.

    13F-HR 0001844454-26-000004 filed by Wells Financial Advisors INC
    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 1,828 shares
    Change vs previous 13F -5,311 shares

    2.18% of the 13F portfolio, value $478,790.

    13F-HR 0001844454-26-000003 filed by Wells Financial Advisors INC
    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 7,139 shares
    Change vs previous 13F -2,639 shares

    3.5% of the 13F portfolio, value $1,841,505.

    13F-HR 0001844454-26-000001 filed by Wells Financial Advisors INC
    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 9,778 shares
    Change vs previous 13F -680 shares

    3.33% of the 13F portfolio, value $2,486,414.

    13F-HR 0001844454-25-000007 filed by Wells Financial Advisors INC
    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 10,458 shares
    Change vs previous 13F -882 shares

    3.41% of the 13F portfolio, value $2,478,397.

    13F-HR 0001844454-25-000005 filed by Wells Financial Advisors INC
    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 11,340 shares
    Change vs previous 13F +195 shares

    3.47% of the 13F portfolio, value $2,514,701.

    13F-HR 0001844454-25-000004 filed by Wells Financial Advisors INC
    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 11,145 shares
    Change vs previous 13F -1,391 shares

    3.65% of the 13F portfolio, value $2,677,982.

    13F-HR 0001844454-25-000002 filed by Wells Financial Advisors INC
    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 12,536 shares
    Change vs previous 13F not available

    4.03% of the 13F portfolio, value $2,982,559.

    13F-HR 0001844454-24-000006 filed by Wells Financial Advisors INC
    Filed (acceptance time not in the bulk data set), ingested

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