Skip to content

Alaethes Wealth, LLC: V position timeline

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

Alaethes Wealth, LLC held 9,274 V shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,274 shares
    Change vs previous 13F -4 shares

    0.93% of the 13F portfolio, value $3,181,987.

    13F-HR 0001859677-26-000003 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 9,278 shares
    Change vs previous 13F +57 shares

    0.81% of the 13F portfolio, value $2,804,328.

    13F-HR 0001859677-26-000002 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 9,221 shares
    Change vs previous 13F -27 shares

    0.91% of the 13F portfolio, value $3,234,061.

    13F-HR 0001859677-26-000001 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 9,248 shares
    Change vs previous 13F -344 shares

    0.9% of the 13F portfolio, value $3,157,238.

    13F-HR 0001859677-25-000009 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 9,592 shares
    Change vs previous 13F +107 shares

    1.02% of the 13F portfolio, value $3,405,569.

    13F-HR 0001859677-25-000008 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 9,485 shares
    Change vs previous 13F +172 shares

    1.22% of the 13F portfolio, value $3,324,077.

    13F-HR 0001859677-25-000005 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 9,313 shares
    Change vs previous 13F +139 shares

    1.05% of the 13F portfolio, value $2,943,244.

    13F-HR 0001859677-25-000001 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 9,174 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $2,522,493.

    13F-HR 0001859677-24-000007 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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