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Fiduciary Wealth Partners, LLC: VTEB position timeline

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

Fiduciary Wealth Partners, LLC held 23,452 VTEB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,452 shares
    Change vs previous 13F +2,602 shares

    0.65% of the 13F portfolio, value $1,186,202.

    13F-HR 0001376474-26-000529 filed by Fiduciary 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 20,850 shares
    Change vs previous 13F -57,738 shares

    0.68% of the 13F portfolio, value $1,040,207.

    13F-HR 0001376474-26-000350 filed by Fiduciary 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 78,588 shares
    Change vs previous 13F +25,600 shares

    1.62% of the 13F portfolio, value $3,952,191.

    13F-HR 0001376474-26-000077 filed by Fiduciary 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 52,988 shares
    Change vs previous 13F -5,312 shares

    1.11% of the 13F portfolio, value $2,653,109.

    13F-HR 0001376474-25-000877 filed by Fiduciary 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 58,300 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $2,858,449.

    13F-HR 0001376474-25-000691 filed by Fiduciary Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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