Skip to content
Disclosery

4WEALTH ADVISORS, INC.: VTEB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 4WEALTH ADVISORS, INC. on VTEB, newest first. How the timeline and the estimate are built.

4WEALTH ADVISORS, INC. held 11,841 VTEB shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,841 shares
    Change vs previous 13F +39 shares

    0.38% of the 13F portfolio, value $555,858.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,802 shares
    Change vs previous 13F -10 shares

    0.46% of the 13F portfolio, value $597,647.

    13F-HR 0001941040-26-000425 filed by 4WEALTH 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 11,812 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $587,877.

    13F-HR 0001941040-26-000269 filed by 4WEALTH 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 11,812 shares
    Change vs previous 13F -1,557 shares

    0.51% of the 13F portfolio, value $594,019.

    13F-HR 0001941040-26-000036 filed by 4WEALTH 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 13,369 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $669,380.

    13F-HR 0001941040-25-000575 filed by 4WEALTH 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 13,369 shares
    Change vs previous 13F +470 shares

    0.68% of the 13F portfolio, value $655,476.

    13F-HR 0001941040-25-000412 filed by 4WEALTH 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 12,899 shares
    Change vs previous 13F -8,878 shares

    0.71% of the 13F portfolio, value $640,048.

    13F-HR 0001941040-25-000258 filed by 4WEALTH 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 21,777 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $1,091,681.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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