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Kaufman Rossin Wealth, LLC: VTIP position timeline

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

Kaufman Rossin Wealth, LLC held 45,605 VTIP shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,605 shares
    Change vs previous 13F +6,431 shares

    1.07% of the 13F portfolio, value $2,264,767.

    13F-HR 0001725547-26-000232 filed by Kaufman Rossin 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 39,174 shares
    Change vs previous 13F +11,289 shares

    1.12% of the 13F portfolio, value $1,956,731.

    13F-HR 0001725547-26-000143 filed by Kaufman Rossin 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 27,885 shares
    Change vs previous 13F +3,658 shares

    0.72% of the 13F portfolio, value $1,379,182.

    13F-HR 0001725547-26-000021 filed by Kaufman Rossin 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 24,227 shares
    Change vs previous 13F +4,414 shares

    0.67% of the 13F portfolio, value $1,226,612.

    13F-HR 0001725547-25-004113 filed by Kaufman Rossin 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 19,813 shares
    Change vs previous 13F -1,190 shares

    0.63% of the 13F portfolio, value $995,996.

    13F-HR 0001725547-25-003408 filed by Kaufman Rossin 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 21,003 shares
    Change vs previous 13F -3,965 shares

    0.75% of the 13F portfolio, value $1,048,033.

    13F-HR 0001725547-25-002245 filed by Kaufman Rossin 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 24,968 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $1,208,935.

    13F-HR 0001725547-25-000164 filed by Kaufman Rossin Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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