Skip to content
Disclosery

VANTAGE WEALTH: COST position timeline

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

VANTAGE WEALTH held 852 COST shares at 2025-12-31 per its 13F-HR filed 2026-01-14.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 852 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $734,714.

    13F-HR 0001172661-26-000188 filed by VANTAGE WEALTH
    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 852 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $788,637.

    13F-HR 0001172661-25-004278 filed by VANTAGE WEALTH
    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 852 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $843,429.

    13F-HR 0001172661-25-002565 filed by VANTAGE WEALTH
    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 852 shares
    Change vs previous 13F -33 shares

    0.18% of the 13F portfolio, value $805,805.

    13F-HR 0001569174-25-000005 filed by VANTAGE WEALTH
    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 885 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $810,899.

    13F-HR 0001569174-25-000002 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 885 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $784,570.

    13F-HR 0001569174-24-000007 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 885 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $752,241.

    13F-HR 0001569174-24-000006 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 885 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $648,378.

    13F-HR 0001569174-24-000005 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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