M Holdings Securities, Inc.: VTI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M Holdings Securities, Inc. on VTI, newest first. How the timeline and the estimate are built.
M Holdings Securities, Inc. held 0 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -42,395 shares
13F-HR 0001569638-26-000003 filed by M Holdings Securities, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 42,395 sharesChange vs previous 13F -4,464 shares
0.96% of the 13F portfolio, value $14,228,000.
13F-HR 0001569638-26-000002 filed by M Holdings Securities, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 46,859 sharesChange vs previous 13F +18,268 shares
1.13% of the 13F portfolio, value $15,710,000.
13F-HR 0001569638-26-000001 filed by M Holdings Securities, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 28,591 sharesChange vs previous 13F +28,591 shares
1.98% of the 13F portfolio, value $9,383,000.
13F-HR 0001569638-25-000007 filed by M Holdings Securities, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001569638-24-000008 filed by M Holdings Securities, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.