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Disclosery

Fairway Wealth LLC: VTIP position timeline

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

Fairway Wealth LLC held 1,111,931 VTIP shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,111,931 shares
    Change vs previous 13F +7,847 shares

    4.73% of the 13F portfolio, value $20,675,766.

    13F-HR 0002019393-26-000003 filed by Fairway Wealth 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 1,104,084 shares
    Change vs previous 13F +117 shares

    5.32% of the 13F portfolio, value $20,172,518.

    13F-HR 0002019393-26-000002 filed by Fairway 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 ended2025-12-31
    13F 1,103,967 shares
    Change vs previous 13F -5,220 shares

    5.48% of the 13F portfolio, value $20,315,508.

    13F-HR 0002019393-26-000001 filed by Fairway 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 ended2025-09-30
    13F 1,109,187 shares
    Change vs previous 13F +31,625 shares

    5.67% of the 13F portfolio, value $20,213,024.

    13F-HR 0002019393-25-000007 filed by Fairway 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 ended2025-06-30
    13F 1,077,562 shares
    Change vs previous 13F +12,944 shares

    5.99% of the 13F portfolio, value $18,738,388.

    13F-HR 0002019393-25-000003 filed by Fairway 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 ended2025-03-31
    13F 1,064,618 shares
    Change vs previous 13F -45,615 shares

    6.73% of the 13F portfolio, value $18,218,668.

    13F-HR 0002019393-25-000002 filed by Fairway 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 ended2024-12-31
    13F 1,110,233 shares
    Change vs previous 13F +37,293 shares

    9.42% of the 13F portfolio, value $20,912,130.

    13F-HR 0002019393-25-000001 filed by Fairway 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 ended2024-09-30
    13F 1,072,940 shares
    Change vs previous 13F not available

    9.83% of the 13F portfolio, value $19,361,920.

    13F-HR 0002019393-24-000005 filed by Fairway Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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