Skip to content
Disclosery

BWM Planning, LLC: VTI position timeline

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

BWM Planning, LLC held 128,127 VTI 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 128,127 shares
    Change vs previous 13F +6,650 shares

    10.99% of the 13F portfolio, value $47,412,069.

    13F-HR 0001754960-26-000620 filed by BWM Planning, 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 121,477 shares
    Change vs previous 13F +10,617 shares

    10.28% of the 13F portfolio, value $38,971,178.

    13F-HR 0001754960-26-000306 filed by BWM Planning, 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 110,860 shares
    Change vs previous 13F +10,895 shares

    9.93% of the 13F portfolio, value $37,168,181.

    13F-HR 0001754960-26-000044 filed by BWM Planning, 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 99,965 shares
    Change vs previous 13F +9,706 shares

    9.76% of the 13F portfolio, value $32,805,576.

    13F-HR 0001754960-25-000742 filed by BWM Planning, 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 90,259 shares
    Change vs previous 13F +9,732 shares

    9.45% of the 13F portfolio, value $27,432,473.

    13F-HR 0001754960-25-000568 filed by BWM Planning, 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 80,527 shares
    Change vs previous 13F +10,496 shares

    9.37% of the 13F portfolio, value $22,131,989.

    13F-HR 0001085146-25-003157 filed by BWM Planning, 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 70,031 shares
    Change vs previous 13F +9,661 shares

    8.83% of the 13F portfolio, value $20,295,637.

    13F-HR 0001085146-25-000408 filed by BWM Planning, 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 60,370 shares
    Change vs previous 13F not available

    7.58% of the 13F portfolio, value $17,094,287.

    13F-HR 0001085146-24-004738 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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