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Disclosery

Brightwater Advisory LLC: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Brightwater Advisory LLC on VTI, newest first. How the timeline and the estimate are built.

Brightwater Advisory LLC held 4,171 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,171 shares
    Change vs previous 13F -237 shares

    0.98% of the 13F portfolio, value $1,543,437.

    13F-HR 0002034566-26-000003 filed by Brightwater Advisory 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 4,408 shares
    Change vs previous 13F 0 shares

    0.94% of the 13F portfolio, value $1,414,130.

    13F-HR 0002034566-26-000002 filed by Brightwater Advisory 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 4,408 shares
    Change vs previous 13F -50 shares

    1% of the 13F portfolio, value $1,477,870.

    13F-HR 0002034566-26-000001 filed by Brightwater Advisory 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 4,458 shares
    Change vs previous 13F -82 shares

    1% of the 13F portfolio, value $1,462,982.

    13F-HR 0002034566-25-000008 filed by Brightwater Advisory 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/A 4,540 shares
    Change vs previous 13F +1,265 shares

    0.99% of the 13F portfolio, value $1,379,842.

    13F-HR/A 0002034566-25-000005 filed by Brightwater Advisory 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/A 3,275 shares
    Change vs previous 13F -19 shares

    0.71% of the 13F portfolio, value $900,101.

    13F-HR/A 0002034566-25-000003 filed by Brightwater Advisory 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 3,294 shares
    Change vs previous 13F -101 shares

    0.75% of the 13F portfolio, value $954,634.

    13F-HR 0002034566-25-000001 filed by Brightwater Advisory 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 3,395 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $961,328.

    13F-HR 0002034566-24-000004 filed by Brightwater Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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