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ORBA Wealth Advisors, L.L.C.: VTI position timeline

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

ORBA Wealth Advisors, L.L.C. held 3,653 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,653 shares
    Change vs previous 13F -2,830 shares

    1.16% of the 13F portfolio, value $1,351,862.

    13F-HR 0002010248-26-000003 filed by ORBA Wealth Advisors, L.L.C.
    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 6,483 shares
    Change vs previous 13F 0 shares

    2.48% of the 13F portfolio, value $2,079,812.

    13F-HR 0002010248-26-000002 filed by ORBA Wealth Advisors, L.L.C.
    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 6,483 shares
    Change vs previous 13F 0 shares

    1.89% of the 13F portfolio, value $2,173,558.

    13F-HR 0002010248-26-000001 filed by ORBA Wealth Advisors, L.L.C.
    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 6,483 shares
    Change vs previous 13F 0 shares

    1.75% of the 13F portfolio, value $2,127,525.

    13F-HR 0002010248-25-000003 filed by ORBA Wealth Advisors, L.L.C.
    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 6,483 shares
    Change vs previous 13F +1,313 shares

    1.79% of the 13F portfolio, value $1,970,377.

    13F-HR 0001085146-25-004558 filed by ORBA Wealth Advisors, L.L.C.
    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 5,170 shares
    Change vs previous 13F +503 shares

    0.72% of the 13F portfolio, value $1,420,924.

    13F-HR 0001085146-25-002164 filed by ORBA Wealth Advisors, L.L.C.
    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 4,667 shares
    Change vs previous 13F 0 shares

    0.71% of the 13F portfolio, value $1,352,544.

    13F-HR 0001085146-25-000798 filed by ORBA Wealth Advisors, L.L.C.
    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 4,667 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,321,507.

    13F-HR 0001085146-24-004744 filed by ORBA Wealth Advisors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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