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Disclosery

MA Private Wealth: VTIP position timeline

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

MA Private Wealth held 24,295 VTIP shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,295 shares
    Change vs previous 13F +463 shares

    0.18% of the 13F portfolio, value $1,220,338.

    13F-HR 0001765380-26-000229 filed by MA Private Wealth
    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 23,832 shares
    Change vs previous 13F +295 shares

    0.2% of the 13F portfolio, value $1,190,408.

    13F-HR 0001765380-26-000186 filed by MA Private Wealth
    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 23,537 shares
    Change vs previous 13F +2,795 shares

    0.19% of the 13F portfolio, value $1,164,140.

    13F-HR 0001765380-26-000061 filed by MA Private Wealth
    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 20,742 shares
    Change vs previous 13F +718 shares

    0.18% of the 13F portfolio, value $1,050,167.

    13F-HR 0001765380-25-000437 filed by MA Private Wealth
    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 20,024 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,006,606.

    13F-HR 0001765380-25-000263 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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