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Prentice Wealth Management LLC: VTI position timeline

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

Prentice Wealth Management LLC held 125,259 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,259 shares
    Change vs previous 13F +2,282 shares

    9.57% of the 13F portfolio, value $46,350,840.

    13F-HR 0001941040-26-000416 filed by Prentice 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 122,977 shares
    Change vs previous 13F -87,242 shares

    8.9% of the 13F portfolio, value $39,452,267.

    13F-HR 0001941040-26-000228 filed by Prentice 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 210,219 shares
    Change vs previous 13F +4,520 shares

    16.11% of the 13F portfolio, value $70,480,211.

    13F-HR 0001941040-26-000061 filed by Prentice 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 205,699 shares
    Change vs previous 13F -209 shares

    16.64% of the 13F portfolio, value $67,504,202.

    13F-HR 0001941040-25-000535 filed by Prentice 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 205,908 shares
    Change vs previous 13F +9,128 shares

    16.44% of the 13F portfolio, value $62,581,634.

    13F-HR 0001941040-25-000382 filed by Prentice 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 196,780 shares
    Change vs previous 13F -8,601 shares

    15.61% of the 13F portfolio, value $54,083,029.

    13F-HR 0001941040-25-000212 filed by Prentice 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 205,381 shares
    Change vs previous 13F +296 shares

    17.21% of the 13F portfolio, value $59,521,482.

    13F-HR 0001941040-25-000053 filed by Prentice Wealth Management 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 205,085 shares
    Change vs previous 13F not available

    17.24% of the 13F portfolio, value $58,071,755.

    13F-HR 0001941040-24-000420 filed by Prentice Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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