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Disclosery

AGILIS PARTNERS LLC: VTI position timeline

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

AGILIS PARTNERS LLC held 484,671 VTI shares at 2024-12-31 per its 13F-HR filed 2025-01-30.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 484,671 shares
    Change vs previous 13F -5,721 shares

    42.28% of the 13F portfolio, value $140,462,503.

    13F-HR 0001633903-25-000001 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 490,392 shares
    Change vs previous 13F -115 shares

    38.88% of the 13F portfolio, value $138,859,399.

    13F-HR 0001633903-24-000007 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 490,507 shares
    Change vs previous 13F -2,754 shares

    39.93% of the 13F portfolio, value $131,215,528.

    13F-HR 0001633903-24-000005 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 493,261 shares
    Change vs previous 13F -3,316 shares

    32.72% of the 13F portfolio, value $128,198,534.

    13F-HR 0001633903-24-000004 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F/A 496,577 shares
    Change vs previous 13F +90,387 shares

    31% of the 13F portfolio, value $117,797,996.

    13F-HR/A 0001633903-24-000003 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 406,190 shares
    Change vs previous 13F 0 shares

    31.07% of the 13F portfolio, value $86,279,000.

    13F-HR 0001633903-23-000007 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 406,190 shares
    Change vs previous 13F 0 shares

    34.95% of the 13F portfolio, value $89,476,000.

    13F-HR 0001633903-23-000004 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 406,190 shares
    Change vs previous 13F not available

    36.66% of the 13F portfolio, value $82,903,000.

    13F-HR 0001633903-23-000003 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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