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Disclosery

Austin Wealth Management, LLC: V position timeline

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

Austin Wealth Management, LLC held 680 V shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 680 shares
    Change vs previous 13F -6 shares

    0.05% of the 13F portfolio, value $243,821.

    13F-HR 0002003112-26-000007 filed by Austin 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 ended2026-03-31
    13F 686 shares
    Change vs previous 13F -2,104 shares

    0.05% of the 13F portfolio, value $208,084.

    13F-HR 0002003112-26-000004 filed by Austin 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 ended2025-12-31
    13F 2,790 shares
    Change vs previous 13F +38 shares

    0.15% of the 13F portfolio, value $982,722.

    13F-HR 0002003112-26-000001 filed by Austin 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 ended2025-09-30
    13F 2,752 shares
    Change vs previous 13F +1,935 shares

    0.15% of the 13F portfolio, value $950,455.

    13F-HR 0002003112-25-000004 filed by Austin 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 ended2025-06-30
    13F 817 shares
    Change vs previous 13F +82 shares

    0.05% of the 13F portfolio, value $282,274.

    13F-HR 0001085146-25-004694 filed by Austin 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 ended2025-03-31
    13F 735 shares
    Change vs previous 13F +12 shares

    0.05% of the 13F portfolio, value $246,771.

    13F-HR 0001085146-25-002519 filed by Austin 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 ended2024-12-31
    13F 723 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $231,108.

    13F-HR 0001085146-25-000924 filed by Austin Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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