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Disclosery

NRI Wealth Management LC: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NRI Wealth Management LC on VTI, newest first. How the timeline and the estimate are built.

NRI Wealth Management LC held 16,530 VTI shares at 2025-12-31 per its 13F-HR filed 2026-01-22.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 16,530 shares
    Change vs previous 13F -293 shares

    2.83% of the 13F portfolio, value $5,542,056.

    13F-HR 0002027950-26-000001 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 16,823 shares
    Change vs previous 13F -11,086 shares

    2.95% of the 13F portfolio, value $5,520,893.

    13F-HR 0002027950-26-000002 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 27,909 shares
    Change vs previous 13F +1,564 shares

    5.12% of the 13F portfolio, value $8,482,278.

    13F-HR 0002027950-25-000005 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 26,345 shares
    Change vs previous 13F -7,620 shares

    5.36% of the 13F portfolio, value $7,240,581.

    13F-HR 0002027950-25-000004 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 33,965 shares
    Change vs previous 13F +3,396 shares

    6.79% of the 13F portfolio, value $9,843,313.

    13F-HR 0002027950-25-000001 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 30,569 shares
    Change vs previous 13F +1,885 shares

    6.34% of the 13F portfolio, value $8,177,575.

    13F-HR 0002027950-24-000001 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 28,684 shares
    Change vs previous 13F not available

    6.3% of the 13F portfolio, value $7,455,032.

    13F-HR 0002027950-24-000004 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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