Skip to content
Disclosery

Benchmark Wealth Management, LLC: VTEB position timeline

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

Benchmark Wealth Management, LLC held 91,353 VTEB shares at 2025-06-30 per its 13F-HR filed 2025-07-18.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 91,353 shares
    Change vs previous 13F -6,037 shares

    1.99% of the 13F portfolio, value $4,479,032.

    13F-HR 0001788241-25-000004 filed by Benchmark 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 ended2025-03-31
    13F 97,390 shares
    Change vs previous 13F -762 shares

    2.34% of the 13F portfolio, value $4,832,471.

    13F-HR 0001788241-25-000003 filed by Benchmark 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 ended2024-12-31
    13F 98,152 shares
    Change vs previous 13F -971 shares

    2.42% of the 13F portfolio, value $4,920,376.

    13F-HR 0001788241-25-000002 filed by Benchmark 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 ended2024-09-30
    13F 99,123 shares
    Change vs previous 13F +14,964 shares

    2.5% of the 13F portfolio, value $5,067,146.

    13F-HR 0001788241-24-000007 filed by Benchmark 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 ended2024-06-30
    13F 84,159 shares
    Change vs previous 13F -1,217 shares

    2.25% of the 13F portfolio, value $4,217,209.

    13F-HR 0001788241-24-000006 filed by Benchmark 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 ended2024-03-31
    13F 85,376 shares
    Change vs previous 13F +19,492 shares

    2.35% of the 13F portfolio, value $4,320,037.

    13F-HR 0001788241-24-000003 filed by Benchmark 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 ended2023-12-31
    13F 65,884 shares
    Change vs previous 13F -3,713 shares

    1.99% of the 13F portfolio, value $3,363,356.

    13F-HR 0001788241-24-000001 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 69,597 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $3,347,639.

    13F-HR 0001788241-23-000005 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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