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Accredited Wealth Management, LLC: VTIP position timeline

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

Accredited Wealth Management, LLC held 10,685 VTIP shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 10,685 shares
    Change vs previous 13F +1,469 shares

    0.32% of the 13F portfolio, value $430,398.

    13F-HR 0002056519-25-000008 filed by Accredited 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 9,216 shares
    Change vs previous 13F -148 shares

    0.38% of the 13F portfolio, value $463,284.

    13F-HR 0002056519-25-000007 filed by Accredited 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 9,364 shares
    Change vs previous 13F +250 shares

    0.39% of the 13F portfolio, value $467,247.

    13F-HR 0002056519-25-000003 filed by Accredited 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 9,114 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $441,283.

    13F-HR 0002056315-25-000003 filed by Accredited Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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