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1858 WEALTH MANAGEMENT, LLC: VRTX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1858 WEALTH MANAGEMENT, LLC on VRTX, newest first. How the timeline and the estimate are built.

1858 WEALTH MANAGEMENT, LLC held 3,542 VRTX shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 3,542 shares
    Change vs previous 13F +1,079 shares

    0.97% of the 13F portfolio, value $1,387,189.

    13F-HR 0001951757-25-001435 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 2,463 shares
    Change vs previous 13F -375 shares

    0.81% of the 13F portfolio, value $1,096,528.

    13F-HR 0001951757-25-000950 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 2,838 shares
    Change vs previous 13F +54 shares

    1.17% of the 13F portfolio, value $1,375,919.

    13F-HR 0001951757-25-000415 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 2,784 shares
    Change vs previous 13F +165 shares

    0.89% of the 13F portfolio, value $1,121,117.

    13F-HR 0001951757-25-000131 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 2,619 shares
    Change vs previous 13F -43 shares

    1% of the 13F portfolio, value $1,217,812.

    13F-HR 0001951757-24-001079 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 2,662 shares
    Change vs previous 13F -252 shares

    1.04% of the 13F portfolio, value $1,247,733.

    13F-HR 0001951757-24-000525 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 2,914 shares
    Change vs previous 13F 0 shares

    1.12% of the 13F portfolio, value $1,185,677.

    13F-HR 0001951757-24-000265 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 2,914 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $1,185,677.

    13F-HR 0001951757-24-000250 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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