BEESE FULMER INVESTMENT MANAGEMENT, INC.: VTI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BEESE FULMER INVESTMENT MANAGEMENT, INC. on VTI, newest first. How the timeline and the estimate are built.
BEESE FULMER INVESTMENT MANAGEMENT, INC. held 6,245 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 6,245 sharesChange vs previous 13F -7 shares
0.13% of the 13F portfolio, value $2,310,779.
13F-HR 0000911274-26-000004 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,252 sharesChange vs previous 13F -150 shares
0.13% of the 13F portfolio, value $2,005,819.
13F-HR 0000911274-26-000003 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,402 sharesChange vs previous 13F -40 shares
0.14% of the 13F portfolio, value $2,146,400.
13F-HR 0000911274-26-000002 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,442 sharesChange vs previous 13F -21 shares
0.15% of the 13F portfolio, value $2,113,910.
13F-HR 0000911274-25-000010 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,463 sharesChange vs previous 13F +168 shares
0.15% of the 13F portfolio, value $1,964,316.
13F-HR 0000911274-25-000006 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,295 sharesChange vs previous 13F -115 shares
0.15% of the 13F portfolio, value $1,730,055.
13F-HR 0000911274-25-000005 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,410 sharesChange vs previous 13F 0 shares
0.16% of the 13F portfolio, value $1,857,588.
13F-HR 0000911274-25-000001 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,410 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $1,814,919.
13F-HR 0000911274-24-000006 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).