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Disclosery

Burton Enright Welch: VTES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Burton Enright Welch on VTES, newest first. How the timeline and the estimate are built.

Burton Enright Welch held 30,543 VTES shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,543 shares
    Change vs previous 13F +10,186 shares

    0.36% of the 13F portfolio, value $3,094,312.

    13F-HR 0002105919-26-000020 filed by Burton Enright Welch
    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 20,357 shares
    Change vs previous 13F -5,632 shares

    0.28% of the 13F portfolio, value $2,058,907.

    13F-HR 0002105919-26-000019 filed by Burton Enright Welch
    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 25,989 shares
    Change vs previous 13F +2,616 shares

    0.37% of the 13F portfolio, value $2,639,833.

    13F-HR 0002105919-26-000002 filed by Burton Enright Welch
    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 23,373 shares
    Change vs previous 13F +278 shares

    0.36% of the 13F portfolio, value $2,382,294.

    13F-HR 0002105919-26-000018 filed by Burton Enright Welch
    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 23,095 shares
    Change vs previous 13F -9,748 shares

    0.4% of the 13F portfolio, value $2,330,979.

    13F-HR 0002105919-26-000017 filed by Burton Enright Welch
    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 32,843 shares
    Change vs previous 13F -275 shares

    0.67% of the 13F portfolio, value $3,301,050.

    13F-HR 0002105919-26-000016 filed by Burton Enright Welch
    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 33,118 shares
    Change vs previous 13F +8,885 shares

    0.7% of the 13F portfolio, value $3,320,080.

    13F-HR 0002105919-26-000015 filed by Burton Enright Welch
    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 24,233 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $2,457,711.

    13F-HR 0002105919-26-000014 filed by Burton Enright Welch
    Filed (acceptance time not in the bulk data set), ingested

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