Skip to content
Disclosery

Lee, Kelleher & Klein Wealth Management: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lee, Kelleher & Klein Wealth Management on VTI, newest first. How the timeline and the estimate are built.

Lee, Kelleher & Klein Wealth Management held 6,047 VTI shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,047 shares
    Change vs previous 13F -520 shares

    1.16% of the 13F portfolio, value $2,263,029.

    13F-HR 0002063827-26-000005 filed by Lee, Kelleher & Klein Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,567 shares
    Change vs previous 13F 0 shares

    1.27% of the 13F portfolio, value $2,430,053.

    13F-HR 0002063827-26-000004 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,567 shares
    Change vs previous 13F -1,199 shares

    1.25% of the 13F portfolio, value $2,106,759.

    13F-HR 0002063827-26-000002 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,766 shares
    Change vs previous 13F -1,620 shares

    1.55% of the 13F portfolio, value $2,603,707.

    13F-HR 0002063827-26-000001 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,386 shares
    Change vs previous 13F -1,118 shares

    1.9% of the 13F portfolio, value $3,080,204.

    13F-HR 0002063827-25-000004 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,504 shares
    Change vs previous 13F 0 shares

    2.12% of the 13F portfolio, value $3,192,481.

    13F-HR 0002063827-25-000003 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 10,504 shares
    Change vs previous 13F 0 shares

    2.12% of the 13F portfolio, value $2,886,919.

    13F-HR 0002063827-25-000002 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,504 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $3,044,164.

    13F-HR 0001085146-25-002176 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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