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McNaughton Wealth Management, LLC: VTES position timeline

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

McNaughton Wealth Management, LLC held 16,827 VTES shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,827 shares
    Change vs previous 13F +3,355 shares

    0.58% of the 13F portfolio, value $1,659,142.

    13F-HR 0001085146-26-000835 filed by McNaughton Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,472 shares
    Change vs previous 13F +8,516 shares

    0.48% of the 13F portfolio, value $1,364,848.

    13F-HR 0001802691-26-000004 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,956 shares
    Change vs previous 13F +2,111 shares

    0.21% of the 13F portfolio, value $501,250.

    13F-HR 0001802691-26-000002 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,845 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $288,981.

    13F-HR 0001802691-26-000001 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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