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Fingerlakes Wealth Management, Inc.: VT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fingerlakes Wealth Management, Inc. on VT, newest first. How the timeline and the estimate are built.

Fingerlakes Wealth Management, Inc. held 13,935 VT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,935 shares
    Change vs previous 13F -7 shares

    1.18% of the 13F portfolio, value $2,187,138.

    13F-HR 0001910248-26-000003 filed by Fingerlakes Wealth Management, Inc.
    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 13,942 shares
    Change vs previous 13F -52 shares

    1.28% of the 13F portfolio, value $1,928,440.

    13F-HR 0001910248-26-000002 filed by Fingerlakes Wealth Management, Inc.
    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 13,994 shares
    Change vs previous 13F -1 shares

    1.25% of the 13F portfolio, value $1,973,960.

    13F-HR 0001910248-26-000001 filed by Fingerlakes Wealth Management, Inc.
    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 13,995 shares
    Change vs previous 13F -35 shares

    1.26% of the 13F portfolio, value $1,928,494.

    13F-HR 0001910248-25-000002 filed by Fingerlakes Wealth Management, Inc.
    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 14,030 shares
    Change vs previous 13F +66 shares

    1.35% of the 13F portfolio, value $1,803,180.

    13F-HR 0001085146-25-004321 filed by Fingerlakes Wealth Management, Inc.
    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 13,964 shares
    Change vs previous 13F -267 shares

    1.38% of the 13F portfolio, value $1,619,183.

    13F-HR 0001085146-25-002504 filed by Fingerlakes Wealth Management, Inc.
    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 14,231 shares
    Change vs previous 13F -203 shares

    1.35% of the 13F portfolio, value $1,671,859.

    13F-HR 0001085146-25-000672 filed by Fingerlakes Wealth Management, Inc.
    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 14,434 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $1,727,706.

    13F-HR 0001085146-24-005248 filed by Fingerlakes Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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