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Wells Financial Advisors INC: VTV position timeline

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

Wells Financial Advisors INC held 1,103 VTV 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 1,103 shares
    Change vs previous 13F -3,885 shares

    2.23% of the 13F portfolio, value $240,377.

    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 4,988 shares
    Change vs previous 13F -1,727 shares

    4.45% of the 13F portfolio, value $978,646.

    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 6,715 shares
    Change vs previous 13F -4,891 shares

    2.44% of the 13F portfolio, value $1,282,498.

    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 11,606 shares
    Change vs previous 13F -100 shares

    2.9% of the 13F portfolio, value $2,164,469.

    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 11,706 shares
    Change vs previous 13F -1,696 shares

    2.84% of the 13F portfolio, value $2,068,981.

    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 13,402 shares
    Change vs previous 13F +845 shares

    3.19% of the 13F portfolio, value $2,315,123.

    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 12,557 shares
    Change vs previous 13F -529 shares

    2.9% of the 13F portfolio, value $2,125,960.

    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 13,086 shares
    Change vs previous 13F not available

    3.09% of the 13F portfolio, value $2,284,485.

    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).