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Disclosery

LPWM LLC: VSS position timeline

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

LPWM LLC held 26,742 VSS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,742 shares
    Change vs previous 13F +999 shares

    0.92% of the 13F portfolio, value $4,126,014.

    13F-HR 0001951757-26-001044 filed by LPWM 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 25,743 shares
    Change vs previous 13F +308 shares

    0.95% of the 13F portfolio, value $3,753,087.

    13F-HR 0001951757-26-000557 filed by LPWM 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 25,435 shares
    Change vs previous 13F +478 shares

    0.92% of the 13F portfolio, value $3,645,566.

    13F-HR 0001951757-26-000010 filed by LPWM 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 24,957 shares
    Change vs previous 13F +378 shares

    0.95% of the 13F portfolio, value $3,557,628.

    13F-HR 0001951757-25-001174 filed by LPWM 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 24,579 shares
    Change vs previous 13F -2,192 shares

    0.96% of the 13F portfolio, value $3,303,152.

    13F-HR 0001951757-25-000587 filed by LPWM 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 26,771 shares
    Change vs previous 13F +777 shares

    1% of the 13F portfolio, value $3,094,742.

    13F-HR 0001951757-25-000345 filed by LPWM 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 25,994 shares
    Change vs previous 13F +3,362 shares

    0.96% of the 13F portfolio, value $2,975,818.

    13F-HR 0001951757-25-000018 filed by LPWM 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 22,632 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $2,813,777.

    13F-HR 0001951757-24-000983 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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