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PRESILIUM PRIVATE WEALTH, LLC: VTEB position timeline

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

PRESILIUM PRIVATE WEALTH, LLC held 28,767 VTEB 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 28,767 shares
    Change vs previous 13F +1,226 shares

    0.22% of the 13F portfolio, value $1,455,015.

    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 27,541 shares
    Change vs previous 13F +1,957 shares

    0.24% of the 13F portfolio, value $1,374,001.

    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 25,584 shares
    Change vs previous 13F -1,054 shares

    0.24% of the 13F portfolio, value $1,286,600.

    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 26,638 shares
    Change vs previous 13F +3,640 shares

    0.25% of the 13F portfolio, value $1,333,745.

    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 22,998 shares
    Change vs previous 13F +1,812 shares

    0.23% of the 13F portfolio, value $1,127,573.

    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 21,186 shares
    Change vs previous 13F +412 shares

    0.24% of the 13F portfolio, value $1,051,230.

    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 20,774 shares
    Change vs previous 13F -80 shares

    0.24% of the 13F portfolio, value $1,041,381.

    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 20,854 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,066,036.

    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).