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Plum Street Advisors, LLC: VTIP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Plum Street Advisors, LLC on VTIP, newest first. How the timeline and the estimate are built.

Plum Street Advisors, LLC held 153,451 VTIP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 153,451 shares
    Change vs previous 13F +11,216 shares

    2.46% of the 13F portfolio, value $7,707,841.

    13F-HR 0002068236-26-000003 filed by Plum Street Advisors, 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 142,235 shares
    Change vs previous 13F +15,885 shares

    2.46% of the 13F portfolio, value $7,104,630.

    13F-HR 0002068236-26-000002 filed by Plum Street Advisors, 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 126,350 shares
    Change vs previous 13F +17,305 shares

    2.23% of the 13F portfolio, value $6,249,263.

    13F-HR 0002068236-26-000001 filed by Plum Street Advisors, 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 109,045 shares
    Change vs previous 13F +15,681 shares

    2.13% of the 13F portfolio, value $5,520,939.

    13F-HR 0002068236-25-000008 filed by Plum Street Advisors, 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 93,364 shares
    Change vs previous 13F +30,857 shares

    2.07% of the 13F portfolio, value $4,693,391.

    13F-HR 0002068236-25-000007 filed by Plum Street Advisors, 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 62,507 shares
    Change vs previous 13F +20,092 shares

    1.5% of the 13F portfolio, value $3,119,107.

    13F-HR 0002068236-25-000006 filed by Plum Street Advisors, 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 42,415 shares
    Change vs previous 13F +4,080 shares

    1.01% of the 13F portfolio, value $2,053,742.

    13F-HR 0002068236-25-000005 filed by Plum Street Advisors, LLC
    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 38,335 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,890,286.

    13F-HR 0002068236-25-000004 filed by Plum Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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