Skip to content
Disclosery

MONEYWISE, INC.: VTEB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONEYWISE, INC. on VTEB, newest first. How the timeline and the estimate are built.

MONEYWISE, INC. held 57,003 VTEB shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,003 shares
    Change vs previous 13F -6,899 shares

    1.08% of the 13F portfolio, value $2,883,222.

    13F-HR 0001754960-26-000568 filed by MONEYWISE, INC.
    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 63,902 shares
    Change vs previous 13F -9,529 shares

    1.39% of the 13F portfolio, value $3,188,081.

    13F-HR 0001754960-26-000329 filed by MONEYWISE, INC.
    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 73,431 shares
    Change vs previous 13F -17,825 shares

    1.54% of the 13F portfolio, value $3,692,851.

    13F-HR 0001754960-26-000157 filed by MONEYWISE, INC.
    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 91,256 shares
    Change vs previous 13F +9,742 shares

    2.07% of the 13F portfolio, value $4,569,209.

    13F-HR 0001754960-25-000709 filed by MONEYWISE, INC.
    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 81,514 shares
    Change vs previous 13F +14,367 shares

    1.87% of the 13F portfolio, value $3,996,625.

    13F-HR 0001754960-25-000398 filed by MONEYWISE, INC.
    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 67,147 shares
    Change vs previous 13F -17,814 shares

    1.76% of the 13F portfolio, value $3,331,824.

    13F-HR 0001754960-25-000237 filed by MONEYWISE, INC.
    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 84,961 shares
    Change vs previous 13F -29,296 shares

    2.14% of the 13F portfolio, value $4,259,093.

    13F-HR 0001754960-25-000070 filed by MONEYWISE, INC.
    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 114,257 shares
    Change vs previous 13F not available

    2.87% of the 13F portfolio, value $5,840,797.

    13F-HR 0001754960-24-000522 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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