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DWR WEALTH MANAGEMENT, LLC: VTWO position timeline

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

DWR WEALTH MANAGEMENT, LLC held 8,257 VTWO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,257 shares
    Change vs previous 13F +60 shares

    0.64% of the 13F portfolio, value $930,633.

    13F-HR 0001754960-26-000841 filed by DWR WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,197 shares
    Change vs previous 13F -199 shares

    0.74% of the 13F portfolio, value $990,684.

    13F-HR 0001754960-26-000422 filed by DWR 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 ended2026-03-31
    13F 8,396 shares
    Change vs previous 13F +46 shares

    0.71% of the 13F portfolio, value $812,439.

    13F-HR 0001754960-26-000199 filed by DWR 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 ended2025-12-31
    13F 8,350 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $837,093.

    13F-HR 0001754960-26-000197 filed by DWR WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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