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Monterey Private Wealth, Inc.: VEA position timeline

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

Monterey Private Wealth, Inc. held 759,112 VEA 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 759,112 shares
    Change vs previous 13F +42,903 shares

    11.37% of the 13F portfolio, value $38,585,655.

    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 716,209 shares
    Change vs previous 13F +74,909 shares

    11.29% of the 13F portfolio, value $34,249,098.

    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 641,300 shares
    Change vs previous 13F +100,705 shares

    11.54% of the 13F portfolio, value $33,867,054.

    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 540,595 shares
    Change vs previous 13F +29,063 shares

    9.99% of the 13F portfolio, value $26,716,194.

    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 511,532 shares
    Change vs previous 13F +40,154 shares

    10.3% of the 13F portfolio, value $25,663,552.

    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 471,378 shares
    Change vs previous 13F +20,060 shares

    10.19% of the 13F portfolio, value $22,579,000.

    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 451,318 shares
    Change vs previous 13F +41,010 shares

    9.92% of the 13F portfolio, value $19,731,629.

    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 410,308 shares
    Change vs previous 13F not available

    9.18% of the 13F portfolio, value $18,948,040.

    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).