Benchmark Wealth Management, LLC: VT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Benchmark Wealth Management, LLC on VT, newest first. How the timeline and the estimate are built.
Benchmark Wealth Management, LLC held 8,215 VT shares at 2025-06-30 per its 13F-HR filed 2025-07-18.
the latest 13F is the newest step
- period ended2025-06-3013F 8,215 sharesChange vs previous 13F -513 shares
0.47% of the 13F portfolio, value $1,055,794.
13F-HR 0001788241-25-000004 filed by Benchmark Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,728 sharesChange vs previous 13F -999 shares
0.49% of the 13F portfolio, value $1,012,067.
13F-HR 0001788241-25-000003 filed by Benchmark Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,727 sharesChange vs previous 13F -61 shares
0.56% of the 13F portfolio, value $1,142,714.
13F-HR 0001788241-25-000002 filed by Benchmark Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,788 sharesChange vs previous 13F +1 shares
0.58% of the 13F portfolio, value $1,171,625.
13F-HR 0001788241-24-000007 filed by Benchmark Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 9,787 sharesChange vs previous 13F +102 shares
0.59% of the 13F portfolio, value $1,102,269.
13F-HR 0001788241-24-000006 filed by Benchmark Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 9,685 sharesChange vs previous 13F +38 shares
0.58% of the 13F portfolio, value $1,070,153.
13F-HR 0001788241-24-000003 filed by Benchmark Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 9,647 sharesChange vs previous 13F -2,841 shares
0.59% of the 13F portfolio, value $992,500.
13F-HR 0001788241-24-000001 filed by Benchmark Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 12,488 sharesChange vs previous 13F not available
0.74% of the 13F portfolio, value $1,163,654.
13F-HR 0001788241-23-000005 filed by Benchmark Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).