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Disclosery

Flywheel Private Wealth LLC: VTI position timeline

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

Flywheel Private Wealth LLC held 8,771 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,771 shares
    Change vs previous 13F +2,350 shares

    1.6% of the 13F portfolio, value $3,245,696.

    13F-HR 0001725547-26-000242 filed by Flywheel Private 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 6,421 shares
    Change vs previous 13F -9 shares

    1.17% of the 13F portfolio, value $2,059,986.

    13F-HR 0001725547-26-000136 filed by Flywheel Private 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 6,430 shares
    Change vs previous 13F -14 shares

    1.35% of the 13F portfolio, value $2,155,854.

    13F-HR 0001725547-26-000020 filed by Flywheel Private 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 6,444 shares
    Change vs previous 13F -23 shares

    1.65% of the 13F portfolio, value $2,114,794.

    13F-HR 0001725547-25-004114 filed by Flywheel Private 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 6,467 shares
    Change vs previous 13F -1,295 shares

    1.58% of the 13F portfolio, value $1,965,577.

    13F-HR 0001725547-25-003450 filed by Flywheel Private 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 7,762 shares
    Change vs previous 13F -80 shares

    1.94% of the 13F portfolio, value $2,133,364.

    13F-HR 0001725547-25-001412 filed by Flywheel Private 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 7,842 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $2,272,749.

    13F-HR 0001725547-25-000090 filed by Flywheel Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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