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Disclosery

Councilor Wealth, LLC: VTI position timeline

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

Councilor Wealth, LLC held 9,007 VTI shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,007 shares
    Change vs previous 13F +49 shares

    1.39% of the 13F portfolio, value $3,370,822.

    13F-HR 0001172661-26-004454 filed by Councilor Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,958 shares
    Change vs previous 13F 0 shares

    1.34% of the 13F portfolio, value $3,314,860.

    13F-HR 0001172661-26-002707 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 8,958 shares
    Change vs previous 13F -60 shares

    1.4% of the 13F portfolio, value $2,873,852.

    13F-HR 0001172661-26-001795 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,018 shares
    Change vs previous 13F -98 shares

    1.43% of the 13F portfolio, value $3,023,503.

    13F-HR 0001172661-26-000354 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,116 shares
    Change vs previous 13F -54 shares

    1.39% of the 13F portfolio, value $2,991,666.

    13F-HR 0001172661-25-004615 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 9,170 shares
    Change vs previous 13F 0 shares

    1.3% of the 13F portfolio, value $2,787,276.

    13F-HR 0001172661-25-002765 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 9,170 shares
    Change vs previous 13F +28 shares

    1.26% of the 13F portfolio, value $2,520,498.

    13F-HR 0001172661-25-001499 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 9,142 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $2,649,640.

    13F-HR 0001172661-25-000598 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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