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WestHill Financial Advisors, Inc.: VTWV position timeline

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

WestHill Financial Advisors, Inc. held 56,502 VTWV shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 56,502 shares
    Change vs previous 13F -1,455 shares

    1.75% of the 13F portfolio, value $10,437,628.

    13F-HR 0002085853-26-001192 filed by WestHill Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 57,957 shares
    Change vs previous 13F -276 shares

    1.93% of the 13F portfolio, value $11,327,070.

    13F-HR 0002085853-26-000786 filed by WestHill 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 ended2026-03-31
    13F 58,233 shares
    Change vs previous 13F -937 shares

    1.86% of the 13F portfolio, value $9,737,647.

    13F-HR 0002085853-26-000325 filed by WestHill 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 ended2025-12-31
    13F 59,170 shares
    Change vs previous 13F +183 shares

    1.8% of the 13F portfolio, value $9,463,130.

    13F-HR 0002085853-26-000059 filed by WestHill 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 ended2025-09-30
    13F 58,987 shares
    Change vs previous 13F +1,803 shares

    1.8% of the 13F portfolio, value $9,194,349.

    13F-HR 0002085853-25-000071 filed by WestHill 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 ended2025-06-30
    13F 57,184 shares
    Change vs previous 13F +78 shares

    1.69% of the 13F portfolio, value $7,953,738.

    13F-HR 0001667731-25-000752 filed by WestHill 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 ended2025-03-31
    13F 57,106 shares
    Change vs previous 13F +1,766 shares

    1.74% of the 13F portfolio, value $7,600,236.

    13F-HR 0001667731-25-000467 filed by WestHill 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 ended2024-12-31
    13F 55,340 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $8,002,698.

    13F-HR 0001667731-25-000194 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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