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Disclosery

Global Wealth Management, LLC: VTIP position timeline

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

Global Wealth Management, LLC held 132,699 VTIP shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 132,699 shares
    Change vs previous 13F +1,819 shares

    3.39% of the 13F portfolio, value $6,665,471.

    13F-HR 0002039738-26-000003 filed by Global Wealth Management, 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 130,880 shares
    Change vs previous 13F not available

    3.56% of the 13F portfolio, value $6,537,456.

    13F-HR 0002039738-26-000002 filed by Global Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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