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Disclosery

L.M. KOHN & COMPANY: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L.M. KOHN & COMPANY on VTI, newest first. How the timeline and the estimate are built.

L.M. KOHN & COMPANY held 3,035 VTI shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 3,035 shares
    Change vs previous 13F -20,566 shares

    1.2% of the 13F portfolio, value $995,884.

    13F-HR 0001214659-25-015817 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 23,601 shares
    Change vs previous 13F +3,456 shares

    1.93% of the 13F portfolio, value $7,173,075.

    13F-HR 0001214659-25-011375 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 20,145 shares
    Change vs previous 13F +782 shares

    1.45% of the 13F portfolio, value $5,536,673.

    13F-HR 0001214659-25-006185 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 19,363 shares
    Change vs previous 13F -952 shares

    1.45% of the 13F portfolio, value $5,611,475.

    13F-HR 0001214659-25-001603 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 20,315 shares
    Change vs previous 13F +385 shares

    1.46% of the 13F portfolio, value $5,752,384.

    13F-HR 0001214659-24-019201 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 19,930 shares
    Change vs previous 13F +96 shares

    1.44% of the 13F portfolio, value $5,331,413.

    13F-HR 0001214659-24-013256 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 19,834 shares
    Change vs previous 13F +3,446 shares

    1.45% of the 13F portfolio, value $5,154,796.

    13F-HR 0001214659-24-007537 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 16,388 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $3,887,561.

    13F-HR 0001214659-24-002225 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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