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Disclosery

LPWM LLC: VTI position timeline

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

LPWM LLC held 7,385 VTI 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 7,385 shares
    Change vs previous 13F +101 shares

    0.61% of the 13F portfolio, value $2,732,574.

    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 7,284 shares
    Change vs previous 13F +293 shares

    0.59% of the 13F portfolio, value $2,336,733.

    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 6,991 shares
    Change vs previous 13F +204 shares

    0.59% of the 13F portfolio, value $2,343,978.

    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 6,787 shares
    Change vs previous 13F +86 shares

    0.59% of the 13F portfolio, value $2,227,168.

    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 6,701 shares
    Change vs previous 13F -28 shares

    0.59% of the 13F portfolio, value $2,036,727.

    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 6,729 shares
    Change vs previous 13F +59 shares

    0.6% of the 13F portfolio, value $1,849,481.

    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 6,670 shares
    Change vs previous 13F -691 shares

    0.62% of the 13F portfolio, value $1,933,174.

    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 7,361 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $2,061,426.

    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).