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Priebe Wealth Holdings LLC: VTI position timeline

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

Priebe Wealth Holdings LLC held 9,951 VTI shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 9,951 shares
    Change vs previous 13F -787 shares

    2.62% of the 13F portfolio, value $3,024,407.

    13F-HR 0002009646-25-000004 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 10,738 shares
    Change vs previous 13F -2,003 shares

    1.84% of the 13F portfolio, value $2,951,232.

    13F-HR 0002009646-25-000003 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 12,741 shares
    Change vs previous 13F -3,296 shares

    2.5% of the 13F portfolio, value $3,692,469.

    13F-HR 0002009646-25-000001 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 16,037 shares
    Change vs previous 13F -3,205 shares

    3.31% of the 13F portfolio, value $4,540,980.

    13F-HR 0002009646-24-000005 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 19,242 shares
    Change vs previous 13F -294 shares

    4.08% of the 13F portfolio, value $5,147,427.

    13F-HR 0002009646-24-000003 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 19,536 shares
    Change vs previous 13F -132 shares

    3.96% of the 13F portfolio, value $5,077,406.

    13F-HR 0002009646-24-000002 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 19,668 shares
    Change vs previous 13F not available

    3.83% of the 13F portfolio, value $4,665,643.

    13F-HR 0002009646-24-000001 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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