Accredited Wealth Management, LLC: VTEB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accredited Wealth Management, LLC on VTEB, newest first. How the timeline and the estimate are built.
Accredited Wealth Management, LLC held 78,255 VTEB shares at 2025-09-30 per its 13F-HR filed 2025-11-12.
the latest 13F is the newest step
- period ended2025-09-3013F 78,255 sharesChange vs previous 13F +68,045 shares
0.4% of the 13F portfolio, value $534,998.
13F-HR 0002056519-25-000008 filed by Accredited Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,210 sharesChange vs previous 13F -80 shares
0.41% of the 13F portfolio, value $500,597.
13F-HR 0002056519-25-000007 filed by Accredited Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,290 sharesChange vs previous 13F +2,201 shares
0.43% of the 13F portfolio, value $510,588.
13F-HR 0002056519-25-000003 filed by Accredited Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,089 sharesChange vs previous 13F not available
0.35% of the 13F portfolio, value $405,489.
13F-HR 0002056315-25-000003 filed by Accredited Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).