WJ Financial Advisors LLC: VTI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WJ Financial Advisors LLC on VTI, newest first. How the timeline and the estimate are built.
WJ Financial Advisors LLC held 2,042 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 2,042 sharesChange vs previous 13F -14 shares
0.56% of the 13F portfolio, value $755,622.
13F-HR 0002095682-26-000003 filed by WJ Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,056 sharesChange vs previous 13F +759 shares
0.53% of the 13F portfolio, value $659,585.
13F-HR 0002095682-26-000002 filed by WJ Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,297 sharesChange vs previous 13F 0 shares
0.39% of the 13F portfolio, value $434,845.
13F-HR 0002095682-26-000001 filed by WJ Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,297 sharesChange vs previous 13F not available
0.41% of the 13F portfolio, value $425,636.
13F-HR 0002095682-25-000001 filed by WJ Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).