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Disclosery

L.K. Benson & Company, P.C.: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L.K. Benson & Company, P.C. on VTI, newest first. How the timeline and the estimate are built.

L.K. Benson & Company, P.C. held 29,559 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,559 shares
    Change vs previous 13F +385 shares

    3.3% of the 13F portfolio, value $10,937,416.

    13F-HR 0002055235-26-000004 filed by L.K. Benson & Company, P.C.
    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 29,174 shares
    Change vs previous 13F +3,248 shares

    3.09% of the 13F portfolio, value $9,359,165.

    13F-HR 0002055235-26-000002 filed by L.K. Benson & Company, P.C.
    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 25,926 shares
    Change vs previous 13F +1,809 shares

    4.36% of the 13F portfolio, value $8,691,374.

    13F-HR 0002055235-26-000001 filed by L.K. Benson & Company, P.C.
    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 24,117 shares
    Change vs previous 13F -521 shares

    4.27% of the 13F portfolio, value $7,913,996.

    13F-HR 0002055235-25-000002 filed by L.K. Benson & Company, P.C.
    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 24,638 shares
    Change vs previous 13F +2,335 shares

    4.6% of the 13F portfolio, value $7,488,424.

    13F-HR 0001085146-25-004077 filed by L.K. Benson & Company, P.C.
    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 22,303 shares
    Change vs previous 13F +3,160 shares

    4.24% of the 13F portfolio, value $6,129,937.

    13F-HR 0001085146-25-002346 filed by L.K. Benson & Company, P.C.
    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 19,143 shares
    Change vs previous 13F not available

    3.91% of the 13F portfolio, value $5,548,198.

    13F-HR 0001085146-25-000955 filed by L.K. Benson & Company, P.C.
    Filed (acceptance time not in the bulk data set), ingested

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