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Monterey Private Wealth, Inc.: VEU position timeline

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

Monterey Private Wealth, Inc. held 147,127 VEU 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 147,127 shares
    Change vs previous 13F +2,859 shares

    2.63% of the 13F portfolio, value $8,924,706.

    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 144,268 shares
    Change vs previous 13F +112 shares

    2.73% of the 13F portfolio, value $8,282,415.

    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 144,156 shares
    Change vs previous 13F +8,018 shares

    3.09% of the 13F portfolio, value $9,081,828.

    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 136,138 shares
    Change vs previous 13F +904 shares

    2.98% of the 13F portfolio, value $7,983,143.

    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 135,234 shares
    Change vs previous 13F -1,382 shares

    3.18% of the 13F portfolio, value $7,931,481.

    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 136,616 shares
    Change vs previous 13F +2,057 shares

    3.46% of the 13F portfolio, value $7,669,642.

    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 134,559 shares
    Change vs previous 13F +2,008 shares

    3.51% of the 13F portfolio, value $6,979,556.

    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 132,551 shares
    Change vs previous 13F not available

    3.49% of the 13F portfolio, value $7,212,098.

    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).