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CONSCIOUS WEALTH INVESTMENTS, LLC: VTEB position timeline

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

CONSCIOUS WEALTH INVESTMENTS, LLC held 16,283 VTEB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,283 shares
    Change vs previous 13F +2,946 shares

    0.42% of the 13F portfolio, value $813,336.

    13F-HR 0001951757-26-001219 filed by CONSCIOUS WEALTH INVESTMENTS, 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 13,337 shares
    Change vs previous 13F +6 shares

    0.37% of the 13F portfolio, value $670,318.

    13F-HR 0001951757-26-000721 filed by CONSCIOUS WEALTH INVESTMENTS, 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 13,331 shares
    Change vs previous 13F -119 shares

    0.4% of the 13F portfolio, value $674,815.

    13F-HR 0001951757-26-000436 filed by CONSCIOUS WEALTH INVESTMENTS, 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 13,450 shares
    Change vs previous 13F +2,351 shares

    0.4% of the 13F portfolio, value $679,494.

    13F-HR 0001951757-25-001326 filed by CONSCIOUS WEALTH INVESTMENTS, 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 11,099 shares
    Change vs previous 13F -244 shares

    0.35% of the 13F portfolio, value $540,299.

    13F-HR 0001951757-25-001012 filed by CONSCIOUS WEALTH INVESTMENTS, 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 11,343 shares
    Change vs previous 13F -1,492 shares

    0.39% of the 13F portfolio, value $554,900.

    13F-HR 0001951757-25-000552 filed by CONSCIOUS WEALTH INVESTMENTS, 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 12,835 shares
    Change vs previous 13F -3,235 shares

    0.43% of the 13F portfolio, value $640,980.

    13F-HR 0001951757-25-000177 filed by CONSCIOUS WEALTH INVESTMENTS, 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 16,070 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $806,393.

    13F-HR 0001951757-24-001123 filed by CONSCIOUS WEALTH INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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