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AllSquare Wealth Management LLC: VTIP position timeline

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

AllSquare Wealth Management LLC held 15,240 VTIP 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 15,240 shares
    Change vs previous 13F -1,200 shares

    0.41% of the 13F portfolio, value $771,601.

    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 16,440 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $826,439.

    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 16,440 shares
    Change vs previous 13F -75 shares

    0.49% of the 13F portfolio, value $820,356.

    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 16,515 shares
    Change vs previous 13F -515 shares

    0.46% of the 13F portfolio, value $799,656.

    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 17,030 shares
    Change vs previous 13F -36 shares

    0.48% of the 13F portfolio, value $839,749.

    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 17,066 shares
    Change vs previous 13F -100 shares

    0.5% of the 13F portfolio, value $828,384.

    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 17,166 shares
    Change vs previous 13F -195 shares

    0.48% of the 13F portfolio, value $822,080.

    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 17,361 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $824,474.

    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).