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Disclosery

VANTAGE WEALTH: V position timeline

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

VANTAGE WEALTH held 60,760 V 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 60,760 shares
    Change vs previous 13F -262 shares

    4.61% of the 13F portfolio, value $21,309,140.

    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 61,022 shares
    Change vs previous 13F -283 shares

    4.53% of the 13F portfolio, value $20,831,690.

    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 61,305 shares
    Change vs previous 13F -5,361 shares

    4.93% of the 13F portfolio, value $21,766,340.

    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 66,666 shares
    Change vs previous 13F -7,592 shares

    5.28% of the 13F portfolio, value $23,363,766.

    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 74,258 shares
    Change vs previous 13F -1,055 shares

    5.06% of the 13F portfolio, value $23,468,498.

    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 75,313 shares
    Change vs previous 13F -215 shares

    4.48% of the 13F portfolio, value $20,707,309.

    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 75,528 shares
    Change vs previous 13F -837 shares

    4.57% of the 13F portfolio, value $19,823,834.

    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 76,365 shares
    Change vs previous 13F not available

    4.97% of the 13F portfolio, value $21,311,944.

    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).