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Disclosery

Mittelman Wealth Management: VPU position timeline

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

Mittelman Wealth Management held 5,623 VPU 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 5,623 shares
    Change vs previous 13F -17,763 shares

    3.85% of the 13F portfolio, value $5,820,814.

    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 23,386 shares
    Change vs previous 13F +2,572 shares

    2.89% of the 13F portfolio, value $4,633,702.

    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 20,814 shares
    Change vs previous 13F +5,108 shares

    2.5% of the 13F portfolio, value $3,851,422.

    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 15,706 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $2,974,873.

    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).