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Kondo Wealth Advisors, Inc.: VTIP position timeline

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

Kondo Wealth Advisors, Inc. held 218,914 VTIP shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 218,914 shares
    Change vs previous 13F +9,493 shares

    3.68% of the 13F portfolio, value $10,996,090.

    13F-HR 0001172661-26-002722 filed by Kondo Wealth Advisors, Inc.
    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 209,421 shares
    Change vs previous 13F +6,548 shares

    3.94% of the 13F portfolio, value $10,460,661.

    13F-HR 0001172661-26-001652 filed by Kondo Wealth Advisors, Inc.
    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 202,873 shares
    Change vs previous 13F +11,594 shares

    3.84% of the 13F portfolio, value $10,034,378.

    13F-HR 0001172661-26-000403 filed by Kondo Wealth Advisors, Inc.
    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 191,279 shares
    Change vs previous 13F +9,009 shares

    3.91% of the 13F portfolio, value $9,684,508.

    13F-HR 0001172661-25-004585 filed by Kondo Wealth Advisors, Inc.
    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 182,270 shares
    Change vs previous 13F +8,442 shares

    4.01% of the 13F portfolio, value $9,079,856.

    13F-HR 0001172661-25-002771 filed by Kondo Wealth Advisors, Inc.
    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 173,828 shares
    Change vs previous 13F +12,960 shares

    4.28% of the 13F portfolio, value $8,674,068.

    13F-HR 0001172661-25-002441 filed by Kondo Wealth Advisors, Inc.
    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 160,868 shares
    Change vs previous 13F not available

    3.95% of the 13F portfolio, value $7,789,278.

    13F-HR 0001172661-25-002440 filed by Kondo Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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