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Brady Martz Wealth Solutions, LLC: VTIP position timeline

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

Brady Martz Wealth Solutions, LLC held 230,722 VTIP shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 230,722 shares
    Change vs previous 13F +12,367 shares

    1.75% of the 13F portfolio, value $11,589,183.

    13F-HR 0002049470-26-000004 filed by Brady Martz Wealth Solutions, 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 218,355 shares
    Change vs previous 13F +13,116 shares

    1.86% of the 13F portfolio, value $10,906,832.

    13F-HR 0002049470-26-000003 filed by Brady Martz Wealth Solutions, 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 205,239 shares
    Change vs previous 13F +12,802 shares

    1.79% of the 13F portfolio, value $10,151,121.

    13F-HR 0002049470-26-000002 filed by Brady Martz Wealth Solutions, 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 192,437 shares
    Change vs previous 13F +6,278 shares

    1.77% of the 13F portfolio, value $9,743,085.

    13F-HR 0002049470-25-000007 filed by Brady Martz Wealth Solutions, 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 186,159 shares
    Change vs previous 13F +80,755 shares

    1.81% of the 13F portfolio, value $9,358,213.

    13F-HR 0002049470-25-000006 filed by Brady Martz Wealth Solutions, 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 105,404 shares
    Change vs previous 13F +53,053 shares

    1.19% of the 13F portfolio, value $5,259,660.

    13F-HR 0002049470-25-000004 filed by Brady Martz Wealth Solutions, 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 52,351 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $2,540,071.

    13F-HR 0002049470-25-000003 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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