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AllSquare Wealth Management LLC: VTI position timeline

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

AllSquare Wealth Management LLC held 97,479 VTI shares at 2025-09-30 per its 13F-HR filed 2026-01-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 97,479 shares
    Change vs previous 13F -527 shares

    16.88% of the 13F portfolio, value $31,989,553.

    13F-HR 0001633674-26-000005 filed by AllSquare Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 98,006 shares
    Change vs previous 13F -488 shares

    16.72% of the 13F portfolio, value $29,786,817.

    13F-HR 0001633674-25-000003 filed by AllSquare Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 98,494 shares
    Change vs previous 13F -2,113 shares

    16.07% of the 13F portfolio, value $27,069,958.

    13F-HR 0001633674-25-000002 filed by AllSquare Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 100,607 shares
    Change vs previous 13F +264 shares

    16.77% of the 13F portfolio, value $29,156,862.

    13F-HR 0001633674-25-000001 filed by AllSquare Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 100,343 shares
    Change vs previous 13F +1,599 shares

    16.14% of the 13F portfolio, value $28,413,022.

    13F-HR 0001633674-24-000005 filed by AllSquare Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 98,744 shares
    Change vs previous 13F -758 shares

    15.85% of the 13F portfolio, value $26,414,884.

    13F-HR 0001633674-24-000003 filed by AllSquare Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 99,502 shares
    Change vs previous 13F -201 shares

    15.15% of the 13F portfolio, value $25,860,454.

    13F-HR 0001633674-24-000002 filed by AllSquare Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 99,703 shares
    Change vs previous 13F not available

    14.51% of the 13F portfolio, value $23,651,654.

    13F-HR 0001633674-24-000001 filed by AllSquare Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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