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Disclosery

Alaethes Wealth, LLC: VTEB position timeline

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

Alaethes Wealth, LLC held 0 VTEB 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 0 shares
    Change vs previous 13F -124,295 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 124,295 shares
    Change vs previous 13F -1,839 shares

    1.79% of the 13F portfolio, value $6,201,078.

    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 126,134 shares
    Change vs previous 13F -13,136 shares

    1.79% of the 13F portfolio, value $6,343,279.

    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 139,270 shares
    Change vs previous 13F +2,991 shares

    1.98% of the 13F portfolio, value $6,973,249.

    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 136,279 shares
    Change vs previous 13F +4,085 shares

    2% of the 13F portfolio, value $6,681,759.

    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 132,194 shares
    Change vs previous 13F +11,712 shares

    2.4% of the 13F portfolio, value $6,559,466.

    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 120,482 shares
    Change vs previous 13F -6,872 shares

    2.16% of the 13F portfolio, value $6,039,763.

    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 127,354 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $6,510,336.

    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).