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PRESILIUM PRIVATE WEALTH, LLC: VPL position timeline

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

PRESILIUM PRIVATE WEALTH, LLC held 274,048 VPL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 274,048 shares
    Change vs previous 13F -9,392 shares

    4.87% of the 13F portfolio, value $31,704,627.

    13F-HR 0001939831-26-000003 filed by PRESILIUM PRIVATE 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 ended2026-03-31
    13F 283,440 shares
    Change vs previous 13F -6,932 shares

    4.88% of the 13F portfolio, value $27,700,600.

    13F-HR 0001939831-26-000002 filed by PRESILIUM PRIVATE 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 ended2025-12-31
    13F 290,372 shares
    Change vs previous 13F +8,347 shares

    4.8% of the 13F portfolio, value $26,249,637.

    13F-HR 0001939831-26-000001 filed by PRESILIUM PRIVATE 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 ended2025-09-30
    13F 282,025 shares
    Change vs previous 13F -9,771 shares

    4.7% of the 13F portfolio, value $24,773,065.

    13F-HR 0001939831-25-000005 filed by PRESILIUM PRIVATE 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 ended2025-06-30
    13F 291,796 shares
    Change vs previous 13F +7,890 shares

    4.91% of the 13F portfolio, value $23,979,832.

    13F-HR 0001939831-25-000003 filed by PRESILIUM PRIVATE 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 ended2025-03-31
    13F 283,906 shares
    Change vs previous 13F -48,046 shares

    4.61% of the 13F portfolio, value $20,571,863.

    13F-HR 0001939831-25-000002 filed by PRESILIUM PRIVATE 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 ended2024-12-31
    13F 331,952 shares
    Change vs previous 13F +13,738 shares

    5.42% of the 13F portfolio, value $23,581,903.

    13F-HR 0001939831-25-000001 filed by PRESILIUM PRIVATE 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 ended2024-09-30
    13F 318,214 shares
    Change vs previous 13F not available

    5.75% of the 13F portfolio, value $24,944,831.

    13F-HR 0001939831-24-000004 filed by PRESILIUM PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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