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Disclosery

Mittelman Wealth Management: VEA position timeline

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

Mittelman Wealth Management held 35,179 VEA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,179 shares
    Change vs previous 13F -185,651 shares

    8.11% of the 13F portfolio, value $12,262,081.

    13F-HR 0002021464-26-000004 filed by Mittelman Wealth Management
    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 220,830 shares
    Change vs previous 13F +6,714 shares

    8.82% of the 13F portfolio, value $14,150,814.

    13F-HR 0002021464-26-000002 filed by Mittelman Wealth Management
    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 214,116 shares
    Change vs previous 13F +8,184 shares

    8.69% of the 13F portfolio, value $13,375,880.

    13F-HR 0002021464-26-000001 filed by Mittelman Wealth Management
    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 205,932 shares
    Change vs previous 13F +8,461 shares

    8.08% of the 13F portfolio, value $12,339,471.

    13F-HR 0002021464-25-000006 filed by Mittelman Wealth Management
    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 197,471 shares
    Change vs previous 13F -56,402 shares

    9.5% of the 13F portfolio, value $11,257,872.

    13F-HR 0002021464-25-000004 filed by Mittelman Wealth Management
    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 253,873 shares
    Change vs previous 13F -7,465 shares

    11.64% of the 13F portfolio, value $12,904,381.

    13F-HR 0002021464-25-000003 filed by Mittelman Wealth Management
    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 261,338 shares
    Change vs previous 13F -128,127 shares

    11.63% of the 13F portfolio, value $12,497,183.

    13F-HR 0002021464-25-000001 filed by Mittelman Wealth Management
    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 389,465 shares
    Change vs previous 13F not available

    11.69% of the 13F portfolio, value $20,567,646.

    13F-HR 0002021464-24-000007 filed by Mittelman Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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