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MOTIVE WEALTH ADVISORS: VTEB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MOTIVE WEALTH ADVISORS on VTEB, newest first. How the timeline and the estimate are built.

MOTIVE WEALTH ADVISORS held 66,228 VTEB shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,228 shares
    Change vs previous 13F -612 shares

    1.38% of the 13F portfolio, value $3,349,812.

    13F-HR 0001754960-26-000562 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 66,840 shares
    Change vs previous 13F +1,286 shares

    1.57% of the 13F portfolio, value $3,334,648.

    13F-HR 0001754960-26-000259 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 65,554 shares
    Change vs previous 13F +318 shares

    1.4% of the 13F portfolio, value $3,296,711.

    13F-HR 0001754960-26-000068 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 65,236 shares
    Change vs previous 13F -19,810 shares

    1.41% of the 13F portfolio, value $3,266,367.

    13F-HR 0001754960-25-000693 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 85,046 shares
    Change vs previous 13F -9,173 shares

    1.9% of the 13F portfolio, value $4,169,805.

    13F-HR 0001754960-25-000400 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 94,219 shares
    Change vs previous 13F +35,685 shares

    2.5% of the 13F portfolio, value $4,675,147.

    13F-HR 0001754960-25-000208 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 58,534 shares
    Change vs previous 13F -1,135 shares

    1.58% of the 13F portfolio, value $2,934,309.

    13F-HR 0001754960-25-000046 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 59,669 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $2,990,014.

    13F-HR 0001754960-24-000502 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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