Skip to content
Disclosery

Monterey Private Wealth, Inc.: VT position timeline

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

Monterey Private Wealth, Inc. held 27,252 VT 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 27,252 shares
    Change vs previous 13F +45 shares

    0.93% of the 13F portfolio, value $3,159,885.

    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 27,207 shares
    Change vs previous 13F +271 shares

    1.05% of the 13F portfolio, value $3,196,317.

    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 26,936 shares
    Change vs previous 13F -1,958 shares

    1.1% of the 13F portfolio, value $3,224,256.

    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 28,894 shares
    Change vs previous 13F -922 shares

    1.22% of the 13F portfolio, value $3,254,377.

    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 29,816 shares
    Change vs previous 13F -429 shares

    1.32% of the 13F portfolio, value $3,294,706.

    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 30,245 shares
    Change vs previous 13F +448 shares

    1.4% of the 13F portfolio, value $3,111,595.

    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 29,797 shares
    Change vs previous 13F -8 shares

    1.4% of the 13F portfolio, value $2,776,457.

    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 29,805 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $2,890,537.

    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).