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Disclosery

Alpha Wealth Funds, LLC: VTI position timeline

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

Alpha Wealth Funds, LLC held 3,536 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,536 shares
    Change vs previous 13F +107 shares

    0.39% of the 13F portfolio, value $637,123.

    13F-HR 0002059327-26-000003 filed by Alpha Wealth Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 3,429 shares
    Change vs previous 13F +11 shares

    0.38% of the 13F portfolio, value $535,638.

    13F-HR 0002059327-26-000002 filed by Alpha Wealth Funds, 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 3,418 shares
    Change vs previous 13F +10 shares

    0.37% of the 13F portfolio, value $557,775.

    13F-HR 0002059327-26-000001 filed by Alpha Wealth Funds, 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 3,408 shares
    Change vs previous 13F +19 shares

    0.45% of the 13F portfolio, value $544,499.

    13F-HR 0002059327-25-000008 filed by Alpha Wealth Funds, 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/A 3,389 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $501,576.

    13F-HR/A 0002059327-25-000007 filed by Alpha Wealth Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

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