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Disclosery

EnRich Financial Partners LLC: VTEB position timeline

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

EnRich Financial Partners LLC held 9,475 VTEB shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,475 shares
    Change vs previous 13F +969 shares

    0.11% of the 13F portfolio, value $479,263.

    13F-HR 0001955091-26-000004 filed by EnRich Financial Partners 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 8,506 shares
    Change vs previous 13F +803 shares

    0.11% of the 13F portfolio, value $424,353.

    13F-HR 0001955091-26-000003 filed by EnRich Financial Partners 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 7,703 shares
    Change vs previous 13F +549 shares

    0.11% of the 13F portfolio, value $387,367.

    13F-HR 0001955091-26-000001 filed by EnRich Financial Partners 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 7,154 shares
    Change vs previous 13F +394 shares

    0.1% of the 13F portfolio, value $358,223.

    13F-HR 0001955091-25-000009 filed by EnRich Financial Partners 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 6,760 shares
    Change vs previous 13F -199,323 shares

    0.1% of the 13F portfolio, value $331,457.

    13F-HR 0001955091-25-000008 filed by EnRich Financial Partners 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 206,083 shares
    Change vs previous 13F +2,053 shares

    3.43% of the 13F portfolio, value $10,225,854.

    13F-HR 0001955091-25-000005 filed by EnRich Financial Partners 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 204,030 shares
    Change vs previous 13F +22,055 shares

    3.41% of the 13F portfolio, value $10,228,001.

    13F-HR 0001955091-25-000004 filed by EnRich Financial Partners 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 181,975 shares
    Change vs previous 13F not available

    3.11% of the 13F portfolio, value $9,302,579.

    13F-HR 0000905729-24-000167 filed by EnRich Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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