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CURTIS WEALTH MANAGEMENT LLC: VTEB position timeline

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

CURTIS WEALTH MANAGEMENT LLC held 33,144 VTEB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,144 shares
    Change vs previous 13F +2,131 shares

    1.42% of the 13F portfolio, value $1,676,418.

    13F-HR 0002108708-26-000003 filed by CURTIS 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 ended2026-03-31
    13F 31,013 shares
    Change vs previous 13F -104 shares

    1.45% of the 13F portfolio, value $1,547,239.

    13F-HR 0002108708-26-000002 filed by CURTIS 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 ended2025-12-31
    13F 31,117 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $1,572,653.

    13F-HR 0002108708-26-000001 filed by CURTIS WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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