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Disclosery

LPWM LLC: VTIP position timeline

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

LPWM LLC held 359,230 VTIP 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 359,230 shares
    Change vs previous 13F +53,514 shares

    4% of the 13F portfolio, value $18,044,102.

    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 305,716 shares
    Change vs previous 13F +29,905 shares

    3.85% of the 13F portfolio, value $15,270,521.

    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 275,811 shares
    Change vs previous 13F +12,184 shares

    3.44% of the 13F portfolio, value $13,641,619.

    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 263,627 shares
    Change vs previous 13F +6,276 shares

    3.56% of the 13F portfolio, value $13,347,457.

    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 257,351 shares
    Change vs previous 13F +898 shares

    3.77% of the 13F portfolio, value $12,937,015.

    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 256,453 shares
    Change vs previous 13F +7,266 shares

    4.12% of the 13F portfolio, value $12,796,983.

    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 249,187 shares
    Change vs previous 13F +33,046 shares

    3.88% of the 13F portfolio, value $12,065,656.

    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 216,141 shares
    Change vs previous 13F not available

    3.47% of the 13F portfolio, value $10,599,542.

    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).