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Aletheian Wealth Advisors LLC: VTI position timeline

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

Aletheian Wealth Advisors LLC held 3,840 VTI 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 3,840 shares
    Change vs previous 13F -110 shares

    0.58% of the 13F portfolio, value $1,437,082.

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

  2. period ended2026-06-30
    13F 3,950 shares
    Change vs previous 13F -25 shares

    0.62% of the 13F portfolio, value $1,461,658.

    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 3,975 shares
    Change vs previous 13F -223 shares

    0.62% of the 13F portfolio, value $1,275,220.

    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 4,198 shares
    Change vs previous 13F -1 shares

    0.64% of the 13F portfolio, value $1,377,658.

    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 4,199 shares
    Change vs previous 13F +27 shares

    0.63% of the 13F portfolio, value $1,276,202.

    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 4,172 shares
    Change vs previous 13F +129 shares

    0.64% of the 13F portfolio, value $1,146,632.

    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 4,043 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,171,702.

    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).