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Briggs Wealth Management, Inc: VTI position timeline

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

Briggs Wealth Management, Inc held 137,237 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 137,237 shares
    Change vs previous 13F -1,579 shares

    46.36% of the 13F portfolio, value $50,783,294.

    13F-HR 0002109156-26-000003 filed by Briggs Wealth Management, Inc
    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 138,816 shares
    Change vs previous 13F +3,347 shares

    47.23% of the 13F portfolio, value $44,533,700.

    13F-HR 0002109156-26-000002 filed by Briggs Wealth Management, Inc
    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 135,469 shares
    Change vs previous 13F not available

    48.84% of the 13F portfolio, value $45,418,639.

    13F-HR 0002109156-26-000001 filed by Briggs Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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