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Burk Holdings LLC: VTI position timeline

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

Burk Holdings LLC held 1,009 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,009 shares
    Change vs previous 13F -123 shares

    0.14% of the 13F portfolio, value $373,370.

    13F-HR 0002079815-26-000003 filed by Burk Holdings 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 1,132 shares
    Change vs previous 13F -726 shares

    0.16% of the 13F portfolio, value $363,157.

    13F-HR 0002079815-26-000002 filed by Burk Holdings 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 1,858 shares
    Change vs previous 13F -309 shares

    0.3% of the 13F portfolio, value $622,932.

    13F-HR 0002079815-26-000001 filed by Burk Holdings 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 2,167 shares
    Change vs previous 13F +932 shares

    0.38% of the 13F portfolio, value $711,144.

    13F-HR 0002079815-25-000004 filed by Burk Holdings 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 1,235 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $375,354.

    13F-HR 0002079815-25-000001 filed by Burk Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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