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KMT WEALTH MANAGEMENT, LLC: VTI position timeline

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

KMT WEALTH MANAGEMENT, LLC held 993 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 993 shares
    Change vs previous 13F -290,445 shares

    0.31% of the 13F portfolio, value $367,514.

    13F-HR 0001104659-26-091013 filed by KMT 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 291,438 shares
    Change vs previous 13F +8,420 shares

    50.8% of the 13F portfolio, value $93,496,225.

    13F-HR 0001104659-26-059198 filed by KMT 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 283,018 shares
    Change vs previous 13F +2,714 shares

    50.79% of the 13F portfolio, value $94,887,445.

    13F-HR 0001104659-26-010767 filed by KMT 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 280,304 shares
    Change vs previous 13F +7,859 shares

    49.54% of the 13F portfolio, value $91,987,364.

    13F-HR 0001104659-25-114459 filed by KMT 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 272,445 shares
    Change vs previous 13F +32,235 shares

    48.87% of the 13F portfolio, value $82,804,209.

    13F-HR 0001104659-25-078441 filed by KMT 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 240,210 shares
    Change vs previous 13F +71,950 shares

    45.25% of the 13F portfolio, value $66,019,316.

    13F-HR 0001104659-25-049184 filed by KMT 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 168,260 shares
    Change vs previous 13F not available

    39.1% of the 13F portfolio, value $48,763,431.

    13F-HR 0001104659-25-018014 filed by KMT WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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