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Disclosery

FORMULATE FINANCIAL LLC: VTI position timeline

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

FORMULATE FINANCIAL LLC held 1,407 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,407 shares
    Change vs previous 13F +380 shares

    0.55% of the 13F portfolio, value $520,703.

    13F-HR 0002093400-26-000003 filed by FORMULATE FINANCIAL 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 1,027 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $329,428.

    13F-HR 0002093400-26-000002 filed by FORMULATE FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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