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Certus Wealth Management, LLC: VTEB position timeline

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

Certus Wealth Management, LLC held 20,389 VTEB shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 20,389 shares
    Change vs previous 13F -371 shares

    0.61% of the 13F portfolio, value $1,020,877.

    13F-HR 0001765380-25-000447 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 20,760 shares
    Change vs previous 13F +8,470 shares

    0.66% of the 13F portfolio, value $1,017,863.

    13F-HR 0001765380-25-000265 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 12,290 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $601,718.

    13F-HR 0001765380-25-000223 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 12,290 shares
    Change vs previous 13F -6,892 shares

    0.41% of the 13F portfolio, value $617,450.

    13F-HR 0001765380-25-000072 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 19,182 shares
    Change vs previous 13F 0 shares

    0.68% of the 13F portfolio, value $980,584.

    13F-HR 0001765380-24-000435 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 19,182 shares
    Change vs previous 13F +7,263 shares

    0.73% of the 13F portfolio, value $961,210.

    13F-HR 0001765380-24-000261 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 11,919 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $596,427.

    13F-HR 0001765380-24-000188 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F/A 11,919 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $608,465.

    13F-HR/A 0001765380-24-000101 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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