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Disclosery

1776 Wealth LLC: V position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1776 Wealth LLC on V, newest first. How the timeline and the estimate are built.

1776 Wealth LLC held 8,003 V shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,003 shares
    Change vs previous 13F +179 shares

    0.97% of the 13F portfolio, value $2,743,647.

    13F-HR 0001803140-26-000004 filed by 1776 Wealth LLC
    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 7,824 shares
    Change vs previous 13F -28 shares

    0.93% of the 13F portfolio, value $2,364,638.

    13F-HR 0001803140-26-000002 filed by 1776 Wealth LLC
    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 7,852 shares
    Change vs previous 13F -41 shares

    1.04% of the 13F portfolio, value $2,753,869.

    13F-HR 0001803140-26-000001 filed by 1776 Wealth LLC
    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 7,893 shares
    Change vs previous 13F -1,312 shares

    1.04% of the 13F portfolio, value $2,694,462.

    13F-HR 0001803140-25-000005 filed by 1776 Wealth LLC
    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 9,205 shares
    Change vs previous 13F -141 shares

    1.35% of the 13F portfolio, value $3,268,059.

    13F-HR 0001803140-25-000003 filed by 1776 Wealth LLC
    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 9,346 shares
    Change vs previous 13F -75 shares

    1.5% of the 13F portfolio, value $3,275,458.

    13F-HR 0001803140-25-000002 filed by 1776 Wealth LLC
    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 9,421 shares
    Change vs previous 13F +1 shares

    1.37% of the 13F portfolio, value $2,977,358.

    13F-HR 0001803140-25-000001 filed by 1776 Wealth LLC
    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 9,420 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $2,590,150.

    13F-HR 0001803140-24-000004 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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