Cooke Wealth Management, LLC: VTI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cooke Wealth Management, LLC on VTI, newest first. How the timeline and the estimate are built.
Cooke Wealth Management, LLC held 84,047 VTI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 84,047 sharesChange vs previous 13F -5 shares
26.3% of the 13F portfolio, value $31,453,815.
13F-HR 0002093659-26-000005 filed by Cooke Wealth Management, LLC
Accepted , ingested - period ended2026-06-3013F 84,052 sharesChange vs previous 13F -1,834 shares
25.47% of the 13F portfolio, value $31,102,667.
13F-HR 0002093659-26-000003 filed by Cooke Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 85,886 sharesChange vs previous 13F +1,880 shares
24.41% of the 13F portfolio, value $27,553,144.
13F-HR 0002093659-26-000002 filed by Cooke Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 84,006 sharesChange vs previous 13F not available
25.01% of the 13F portfolio, value $28,646,106.
13F-HR 0002093659-26-000001 filed by Cooke Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).