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GRAND WEALTH MANAGEMENT, LLC: VTEB position timeline

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

GRAND WEALTH MANAGEMENT, LLC held 98,941 VTEB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 98,941 shares
    Change vs previous 13F +15,448 shares

    2.09% of the 13F portfolio, value $5,004,436.

    13F-HR 0001398344-26-014017 filed by GRAND 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 83,493 shares
    Change vs previous 13F -2,522 shares

    1.96% of the 13F portfolio, value $4,165,466.

    13F-HR 0001398344-26-008767 filed by GRAND WEALTH MANAGEMENT, 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 86,015 shares
    Change vs previous 13F +3,723 shares

    1.96% of the 13F portfolio, value $4,325,694.

    13F-HR 0001398344-26-001219 filed by GRAND WEALTH MANAGEMENT, 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 82,292 shares
    Change vs previous 13F +22,407 shares

    1.99% of the 13F portfolio, value $4,120,360.

    13F-HR 0001398344-25-020083 filed by GRAND WEALTH MANAGEMENT, 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 59,885 shares
    Change vs previous 13F +10,395 shares

    1.51% of the 13F portfolio, value $2,936,162.

    13F-HR 0001398344-25-013672 filed by GRAND WEALTH MANAGEMENT, 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 49,490 shares
    Change vs previous 13F -17,406 shares

    1.35% of the 13F portfolio, value $2,455,694.

    13F-HR 0001398344-25-008796 filed by GRAND WEALTH MANAGEMENT, 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 66,896 shares
    Change vs previous 13F +15,016 shares

    1.87% of the 13F portfolio, value $3,353,496.

    13F-HR 0001398344-25-002571 filed by GRAND WEALTH MANAGEMENT, LLC
    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 51,880 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $2,652,106.

    13F-HR 0001398344-24-019887 filed by GRAND WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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