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Disclosery

LPL Financial LLC: VTES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on VTES, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 97,134 VTES 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 97,134 shares
    Change vs previous 13F +21,577 shares

    <0.01% of the 13F portfolio, value $9,840,657.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    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 75,557 shares
    Change vs previous 13F +23,424 shares

    <0.01% of the 13F portfolio, value $7,641,874.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    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 52,133 shares
    Change vs previous 13F +11,079 shares

    <0.01% of the 13F portfolio, value $5,295,395.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    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 41,054 shares
    Change vs previous 13F +12,782 shares

    <0.01% of the 13F portfolio, value $4,184,414.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    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 28,272 shares
    Change vs previous 13F +7,095 shares

    <0.01% of the 13F portfolio, value $2,853,537.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    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 21,177 shares
    Change vs previous 13F -1,140 shares

    <0.01% of the 13F portfolio, value $2,128,534.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    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 22,317 shares
    Change vs previous 13F +10,360 shares

    <0.01% of the 13F portfolio, value $2,237,279.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    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 11,957 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,212,697.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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