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Long Island Wealth Management, Inc.: VT position timeline

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

Long Island Wealth Management, Inc. held 99,194 VT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,194 shares
    Change vs previous 13F -281 shares

    6.43% of the 13F portfolio, value $15,568,432.

    13F-HR 0001951757-26-001165 filed by Long Island Wealth Management, 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 99,475 shares
    Change vs previous 13F +16,891 shares

    6.38% of the 13F portfolio, value $13,759,393.

    13F-HR 0001951757-26-000670 filed by Long Island Wealth Management, 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 82,584 shares
    Change vs previous 13F +1,020 shares

    5.51% of the 13F portfolio, value $11,649,307.

    13F-HR 0001951757-26-000240 filed by Long Island Wealth Management, 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 81,564 shares
    Change vs previous 13F -1,088 shares

    5.47% of the 13F portfolio, value $11,239,577.

    13F-HR 0001951757-25-001296 filed by Long Island Wealth Management, 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 82,652 shares
    Change vs previous 13F +69,606 shares

    5.52% of the 13F portfolio, value $10,622,441.

    13F-HR 0002056519-25-000005 filed by Long Island Wealth Management, 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 13,046 shares
    Change vs previous 13F -212 shares

    0.92% of the 13F portfolio, value $1,512,725.

    13F-HR 0002056519-25-000002 filed by Long Island Wealth Management, 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 13,258 shares
    Change vs previous 13F +1,092 shares

    0.97% of the 13F portfolio, value $1,557,505.

    13F-HR 0002011177-25-000001 filed by Long Island Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 12,166 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,456,264.

    13F-HR 0002011177-24-000005 filed by Long Island Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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