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Monterey Private Wealth, Inc.: VB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Monterey Private Wealth, Inc. on VB, newest first. How the timeline and the estimate are built.

Monterey Private Wealth, Inc. held 69,560 VB shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 69,560 shares
    Change vs previous 13F +2,966 shares

    4.54% of the 13F portfolio, value $15,424,854.

    13F-HR 0001839826-25-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 66,594 shares
    Change vs previous 13F +3,744 shares

    5.28% of the 13F portfolio, value $16,001,234.

    13F-HR 0001839826-25-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 62,850 shares
    Change vs previous 13F +17,049 shares

    5.08% of the 13F portfolio, value $14,908,722.

    13F-HR 0001839826-24-000006 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 45,801 shares
    Change vs previous 13F +1,648 shares

    3.73% of the 13F portfolio, value $9,986,429.

    13F-HR 0001839826-24-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 44,153 shares
    Change vs previous 13F +3,369 shares

    4.05% of the 13F portfolio, value $10,092,917.

    13F-HR 0001839826-24-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 40,784 shares
    Change vs previous 13F -1,543 shares

    3.93% of the 13F portfolio, value $8,700,532.

    13F-HR 0001839826-24-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 42,327 shares
    Change vs previous 13F +1,436 shares

    4.02% of the 13F portfolio, value $8,002,855.

    13F-HR 0001839826-23-000005 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 40,891 shares
    Change vs previous 13F not available

    3.94% of the 13F portfolio, value $8,132,797.

    13F-HR 0001839826-23-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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