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Disclosery

Base Wealth Management LLC: VTI position timeline

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

Base Wealth Management LLC held 5,314 VTI 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 5,314 shares
    Change vs previous 13F +102 shares

    0.91% of the 13F portfolio, value $1,966,534.

    13F-HR 0002083977-26-000005 filed by Base 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 5,212 shares
    Change vs previous 13F -1,017 shares

    0.94% of the 13F portfolio, value $1,672,184.

    13F-HR 0002083977-26-000004 filed by Base 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 6,229 shares
    Change vs previous 13F -688 shares

    1.12% of the 13F portfolio, value $2,088,425.

    13F-HR 0002083977-26-000002 filed by Base 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 6,917 shares
    Change vs previous 13F -498 shares

    1.29% of the 13F portfolio, value $2,269,797.

    13F-HR 0002083977-25-000003 filed by Base 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 7,415 shares
    Change vs previous 13F -507 shares

    1.44% of the 13F portfolio, value $2,253,589.

    13F-HR 0002083977-25-000002 filed by Base 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 7,922 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $2,177,273.

    13F-HR 0002083977-25-000001 filed by Base Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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