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Aletheian Wealth Advisors LLC: VSS position timeline

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

Aletheian Wealth Advisors LLC held 33,327 VSS shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 33,327 shares
    Change vs previous 13F +777 shares

    2.08% of the 13F portfolio, value $5,173,955.

    13F-HR 0002085853-26-001109 filed by Aletheian Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 32,550 shares
    Change vs previous 13F +234 shares

    2.14% of the 13F portfolio, value $5,022,110.

    13F-HR 0002085853-26-000663 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 32,316 shares
    Change vs previous 13F -769 shares

    2.3% of the 13F portfolio, value $4,711,357.

    13F-HR 0002085853-26-000305 filed by Aletheian Wealth Advisors 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 33,085 shares
    Change vs previous 13F +451 shares

    2.19% of the 13F portfolio, value $4,716,208.

    13F-HR 0002085853-25-000252 filed by Aletheian Wealth Advisors 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 32,634 shares
    Change vs previous 13F +2,520 shares

    2.16% of the 13F portfolio, value $4,385,737.

    13F-HR 0001667731-25-000729 filed by Aletheian Wealth Advisors 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 30,114 shares
    Change vs previous 13F +2,344 shares

    1.96% of the 13F portfolio, value $3,481,185.

    13F-HR 0001667731-25-000380 filed by Aletheian Wealth Advisors 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 27,770 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $3,179,162.

    13F-HR 0001667731-25-000272 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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