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FAMILY WEALTH PARTNERS, LLC: VTIP position timeline

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

FAMILY WEALTH PARTNERS, LLC held 158,373 VTIP shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 158,373 shares
    Change vs previous 13F +6,082 shares

    2.44% of the 13F portfolio, value $7,955,081.

    13F-HR 0001754960-26-000463 filed by FAMILY WEALTH 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 152,291 shares
    Change vs previous 13F +18,375 shares

    2.6% of the 13F portfolio, value $7,606,950.

    13F-HR 0001754960-26-000243 filed by FAMILY WEALTH 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 133,916 shares
    Change vs previous 13F +6,517 shares

    2.39% of the 13F portfolio, value $6,623,486.

    13F-HR 0001754960-26-000042 filed by FAMILY WEALTH 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 127,399 shares
    Change vs previous 13F +5,386 shares

    2.42% of the 13F portfolio, value $6,450,214.

    13F-HR 0001754960-25-000765 filed by FAMILY WEALTH 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 122,013 shares
    Change vs previous 13F +6,039 shares

    2.45% of the 13F portfolio, value $6,133,571.

    13F-HR 0001754960-25-000372 filed by FAMILY WEALTH 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 115,974 shares
    Change vs previous 13F +7,434 shares

    2.64% of the 13F portfolio, value $5,787,102.

    13F-HR 0001754960-25-000212 filed by FAMILY WEALTH 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 108,540 shares
    Change vs previous 13F +14,413 shares

    2.5% of the 13F portfolio, value $5,255,507.

    13F-HR 0001754960-25-000029 filed by FAMILY WEALTH 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 94,127 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $4,641,388.

    13F-HR 0001754960-24-000483 filed by FAMILY WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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