Skip to content
Disclosery

Long Island Wealth Management, Inc.: VTI position timeline

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

Long Island Wealth Management, Inc. held 55,238 VTI 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 55,238 shares
    Change vs previous 13F +49 shares

    8.44% of the 13F portfolio, value $20,440,428.

    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 55,189 shares
    Change vs previous 13F -983 shares

    8.21% of the 13F portfolio, value $17,705,291.

    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 56,172 shares
    Change vs previous 13F +68 shares

    8.91% of the 13F portfolio, value $18,832,839.

    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 56,104 shares
    Change vs previous 13F -174 shares

    8.96% of the 13F portfolio, value $18,411,747.

    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 56,278 shares
    Change vs previous 13F -1,254 shares

    8.88% of the 13F portfolio, value $17,104,551.

    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 57,532 shares
    Change vs previous 13F -581 shares

    9.63% of the 13F portfolio, value $15,811,974.

    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 58,113 shares
    Change vs previous 13F -179 shares

    10.54% of the 13F portfolio, value $16,841,500.

    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 58,292 shares
    Change vs previous 13F not available

    10.84% of the 13F portfolio, value $16,505,922.

    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).