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Wells Financial Advisors INC: VTEB position timeline

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

Wells Financial Advisors INC held 5,880 VTEB 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 5,880 shares
    Change vs previous 13F 0 shares

    2.76% of the 13F portfolio, value $297,410.

    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 5,880 shares
    Change vs previous 13F 0 shares

    1.33% of the 13F portfolio, value $293,353.

    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 5,880 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $295,705.

    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 5,880 shares
    Change vs previous 13F -13,000 shares

    0.39% of the 13F portfolio, value $294,412.

    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 18,880 shares
    Change vs previous 13F 0 shares

    1.27% of the 13F portfolio, value $925,686.

    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 18,880 shares
    Change vs previous 13F 0 shares

    1.29% of the 13F portfolio, value $936,826.

    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 18,880 shares
    Change vs previous 13F +12,880 shares

    1.29% of the 13F portfolio, value $946,454.

    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 6,000 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $306,720.

    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).