Skip to content
Disclosery

BlueChip Wealth Advisors LLC: VTES position timeline

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

BlueChip Wealth Advisors LLC held 45,299 VTES shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,299 shares
    Change vs previous 13F +5,208 shares

    1.74% of the 13F portfolio, value $4,589,231.

    13F-HR 0002015578-26-000008 filed by BlueChip Wealth Advisors 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 40,091 shares
    Change vs previous 13F +9,665 shares

    1.78% of the 13F portfolio, value $4,054,853.

    13F-HR 0002015578-26-000004 filed by BlueChip Wealth Advisors 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 30,426 shares
    Change vs previous 13F +3,978 shares

    1.3% of the 13F portfolio, value $3,090,534.

    13F-HR 0002015578-26-000002 filed by BlueChip Wealth Advisors 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 26,448 shares
    Change vs previous 13F -1,854 shares

    1.15% of the 13F portfolio, value $2,695,744.

    13F-HR 0002015578-25-000005 filed by BlueChip Wealth Advisors 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 28,302 shares
    Change vs previous 13F +14,983 shares

    1.27% of the 13F portfolio, value $2,856,502.

    13F-HR 0001085146-25-004332 filed by BlueChip Wealth Advisors 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 13,319 shares
    Change vs previous 13F +5,093 shares

    0.66% of the 13F portfolio, value $1,338,605.

    13F-HR 0001085146-25-002624 filed by BlueChip Wealth Advisors 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 8,226 shares
    Change vs previous 13F +3,640 shares

    0.46% of the 13F portfolio, value $824,699.

    13F-HR 0001085146-25-001054 filed by BlueChip Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 4,586 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $465,160.

    13F-HR 0001085146-24-005754 filed by BlueChip Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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