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Disclosery

LPWM LLC: VTEB position timeline

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

LPWM LLC held 75,350 VTEB 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 75,350 shares
    Change vs previous 13F +9,867 shares

    0.85% of the 13F portfolio, value $3,811,203.

    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 65,483 shares
    Change vs previous 13F -1,434 shares

    0.82% of the 13F portfolio, value $3,266,947.

    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 66,917 shares
    Change vs previous 13F +1,890 shares

    0.85% of the 13F portfolio, value $3,365,256.

    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 65,027 shares
    Change vs previous 13F +1,350 shares

    0.87% of the 13F portfolio, value $3,255,902.

    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 63,677 shares
    Change vs previous 13F +47,996 shares

    0.91% of the 13F portfolio, value $3,122,083.

    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 15,681 shares
    Change vs previous 13F -1,111 shares

    0.25% of the 13F portfolio, value $778,091.

    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 16,792 shares
    Change vs previous 13F +245 shares

    0.27% of the 13F portfolio, value $841,783.

    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 16,547 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $844,559.

    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).