Portfolio Strategies, Inc.: VTI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Portfolio Strategies, Inc. on VTI, newest first. How the timeline and the estimate are built.
Portfolio Strategies, Inc. held 1,158 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 1,158 sharesChange vs previous 13F -94,397 shares
0.04% of the 13F portfolio, value $430,803.
13F-HR 0001765380-26-000323 filed by Portfolio Strategies, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 95,555 sharesChange vs previous 13F +3,380 shares
3.81% of the 13F portfolio, value $30,884,012.
13F-HR 0001765380-26-000150 filed by Portfolio Strategies, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 92,175 sharesChange vs previous 13F -2,191 shares
3.58% of the 13F portfolio, value $30,903,741.
13F-HR 0001765380-26-000041 filed by Portfolio Strategies, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 94,366 sharesChange vs previous 13F +71 shares
3.6% of the 13F portfolio, value $30,964,507.
13F-HR 0001765380-25-000433 filed by Portfolio Strategies, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 94,295 sharesChange vs previous 13F -15,949 shares
3.73% of the 13F portfolio, value $28,640,059.
13F-HR 0001765380-25-000252 filed by Portfolio Strategies, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 110,244 sharesChange vs previous 13F -10,742 shares
4.69% of the 13F portfolio, value $30,299,275.
13F-HR 0001765380-25-000148 filed by Portfolio Strategies, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 120,986 sharesChange vs previous 13F -36,262 shares
4.98% of the 13F portfolio, value $35,062,832.
13F-HR 0001765380-25-000017 filed by Portfolio Strategies, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 157,248 sharesChange vs previous 13F not available
6.01% of the 13F portfolio, value $44,505,191.
13F-HR 0001765380-24-000401 filed by Portfolio Strategies, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).