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Monterey Private Wealth, Inc.: VSGX position timeline

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

Monterey Private Wealth, Inc. held 26,453 VSGX 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 26,453 shares
    Change vs previous 13F -1,978 shares

    0.46% of the 13F portfolio, value $1,560,224.

    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 28,431 shares
    Change vs previous 13F +146 shares

    0.53% of the 13F portfolio, value $1,612,015.

    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 28,285 shares
    Change vs previous 13F -302 shares

    0.59% of the 13F portfolio, value $1,739,822.

    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 28,587 shares
    Change vs previous 13F -1,399 shares

    0.61% of the 13F portfolio, value $1,637,178.

    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 29,986 shares
    Change vs previous 13F +1,082 shares

    0.69% of the 13F portfolio, value $1,723,281.

    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 28,904 shares
    Change vs previous 13F +4,899 shares

    0.72% of the 13F portfolio, value $1,597,821.

    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 24,005 shares
    Change vs previous 13F +120 shares

    0.61% of the 13F portfolio, value $1,210,835.

    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 23,885 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,268,535.

    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).