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Disclosery

Peninsula Wealth, LLC: V position timeline

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

Peninsula Wealth, LLC held 7,239 V shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 7,239 shares
    Change vs previous 13F +83 shares

    0.39% of the 13F portfolio, value $2,287,833.

    13F-HR 0001085146-25-001267 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 7,156 shares
    Change vs previous 13F +69 shares

    0.36% of the 13F portfolio, value $2,057,410.

    13F-HR 0001085146-24-005724 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 7,087 shares
    Change vs previous 13F -149 shares

    0.35% of the 13F portfolio, value $1,883,296.

    13F-HR 0001085146-24-003746 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F/A 7,236 shares
    Change vs previous 13F -66 shares

    0.4% of the 13F portfolio, value $2,019,405.

    13F-HR/A 0001085146-24-002680 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 7,302 shares
    Change vs previous 13F -42 shares

    0.39% of the 13F portfolio, value $1,901,125.

    13F-HR 0001085146-24-001393 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 7,344 shares
    Change vs previous 13F -1,345 shares

    0.4% of the 13F portfolio, value $1,700,331.

    13F-HR 0001085146-23-004267 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 8,689 shares
    Change vs previous 13F +126 shares

    0.54% of the 13F portfolio, value $2,063,541.

    13F-HR 0001085146-23-003449 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 8,563 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,930,696.

    13F-HR 0001085146-23-002274 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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