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Disclosery

Apriem Advisors: VTIP position timeline

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

Apriem Advisors held 52,110 VTIP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,110 shares
    Change vs previous 13F -499 shares

    0.23% of the 13F portfolio, value $2,617,482.

    13F-HR 0001172661-26-003521 filed by Apriem Advisors
    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 52,609 shares
    Change vs previous 13F +2,350 shares

    0.25% of the 13F portfolio, value $2,627,810.

    13F-HR 0001172661-26-002007 filed by Apriem Advisors
    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 50,259 shares
    Change vs previous 13F +282 shares

    0.23% of the 13F portfolio, value $2,485,800.

    13F-HR 0001172661-26-000785 filed by Apriem Advisors
    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 49,977 shares
    Change vs previous 13F +21 shares

    0.24% of the 13F portfolio, value $2,530,328.

    13F-HR 0001172661-25-004676 filed by Apriem Advisors
    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 49,956 shares
    Change vs previous 13F -5 shares

    0.27% of the 13F portfolio, value $2,511,299.

    13F-HR 0001172661-25-003301 filed by Apriem Advisors
    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 49,961 shares
    Change vs previous 13F +64 shares

    0.29% of the 13F portfolio, value $2,493,080.

    13F-HR 0001172661-25-002047 filed by Apriem Advisors
    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 49,897 shares
    Change vs previous 13F -2,159 shares

    0.28% of the 13F portfolio, value $2,415,990.

    13F-HR 0001172661-25-000495 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 52,056 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,566,862.

    13F-HR 0001172661-24-004892 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

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