Skip to content
Disclosery

M3 Advisory Group, LLC: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M3 Advisory Group, LLC on VTI, newest first. How the timeline and the estimate are built.

M3 Advisory Group, LLC held 26,477 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 26,477 shares
    Change vs previous 13F +670 shares

    5.08% of the 13F portfolio, value $9,797,463.

    13F-HR 0001951757-26-001045 filed by M3 Advisory Group, 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 25,807 shares
    Change vs previous 13F +192 shares

    5.1% of the 13F portfolio, value $8,279,282.

    13F-HR 0001951757-26-000697 filed by M3 Advisory Group, 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 25,615 shares
    Change vs previous 13F +42 shares

    5.24% of the 13F portfolio, value $8,587,894.

    13F-HR 0001951757-26-000209 filed by M3 Advisory Group, 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 25,573 shares
    Change vs previous 13F +162 shares

    5.23% of the 13F portfolio, value $8,392,348.

    13F-HR 0001951757-25-001363 filed by M3 Advisory Group, 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 25,411 shares
    Change vs previous 13F +686 shares

    5.34% of the 13F portfolio, value $7,723,168.

    13F-HR 0001951757-25-000967 filed by M3 Advisory Group, 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 24,725 shares
    Change vs previous 13F +133 shares

    5.37% of the 13F portfolio, value $6,795,421.

    13F-HR 0001951757-25-000419 filed by M3 Advisory Group, 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 24,592 shares
    Change vs previous 13F +1,287 shares

    5.1% of the 13F portfolio, value $7,127,038.

    13F-HR 0001951757-25-000083 filed by M3 Advisory Group, 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 23,305 shares
    Change vs previous 13F not available

    4.85% of the 13F portfolio, value $6,598,979.

    13F-HR 0001951757-24-001062 filed by M3 Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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