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Disclosery

Mittelman Wealth Management: VSS position timeline

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

Mittelman Wealth Management held 2,583 VSS 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 2,583 shares
    Change vs previous 13F -12,538 shares

    0.91% of the 13F portfolio, value $1,375,698.

    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 15,121 shares
    Change vs previous 13F +788 shares

    1.37% of the 13F portfolio, value $2,204,586.

    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 14,333 shares
    Change vs previous 13F +1,215 shares

    1.34% of the 13F portfolio, value $2,054,442.

    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 13,118 shares
    Change vs previous 13F +4,436 shares

    1.22% of the 13F portfolio, value $1,870,012.

    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 8,682 shares
    Change vs previous 13F +4,753 shares

    0.98% of the 13F portfolio, value $1,166,773.

    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 3,929 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $454,192.

    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).