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PARTNERS WEALTH MANAGEMENT, LLC: VDE position timeline

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

PARTNERS WEALTH MANAGEMENT, LLC held 11,012 VDE 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 11,012 shares
    Change vs previous 13F +1 shares

    1.62% of the 13F portfolio, value $1,653,194.

    13F-HR 0001214659-26-008734 filed by PARTNERS WEALTH MANAGEMENT, LLC
    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 11,011 shares
    Change vs previous 13F -44 shares

    1.96% of the 13F portfolio, value $1,905,343.

    13F-HR 0001214659-26-005027 filed by PARTNERS WEALTH MANAGEMENT, LLC
    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 11,055 shares
    Change vs previous 13F -79 shares

    1.45% of the 13F portfolio, value $1,392,046.

    13F-HR 0001214659-26-000618 filed by PARTNERS WEALTH MANAGEMENT, LLC
    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 11,134 shares
    Change vs previous 13F -1,433 shares

    1.38% of the 13F portfolio, value $1,401,325.

    13F-HR 0001214659-25-015484 filed by PARTNERS WEALTH MANAGEMENT, LLC
    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 12,567 shares
    Change vs previous 13F 0 shares

    1.86% of the 13F portfolio, value $1,638,106.

    13F-HR 0001214659-25-010743 filed by PARTNERS WEALTH MANAGEMENT, LLC
    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 12,567 shares
    Change vs previous 13F -150 shares

    1.85% of the 13F portfolio, value $1,630,063.

    13F-HR 0001214659-25-006036 filed by PARTNERS WEALTH MANAGEMENT, LLC
    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 12,717 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $1,542,725.

    13F-HR 0001214659-25-001854 filed by PARTNERS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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