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Disclosery

Private Wealth Partners, LLC: VTI position timeline

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

Private Wealth Partners, LLC held 5,462 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,462 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $2,021,158.

    13F-HR 0001335851-26-000005 filed by Private Wealth Partners, 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 5,462 shares
    Change vs previous 13F -2,968 shares

    0.13% of the 13F portfolio, value $1,752,264.

    13F-HR 0001335851-26-000002 filed by Private Wealth Partners, 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 8,430 shares
    Change vs previous 13F -5,920 shares

    0.2% of the 13F portfolio, value $2,826,326.

    13F-HR 0001335851-26-000001 filed by Private Wealth Partners, 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 14,350 shares
    Change vs previous 13F -400 shares

    0.34% of the 13F portfolio, value $4,709,240.

    13F-HR 0001335851-25-000004 filed by Private Wealth Partners, 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 14,750 shares
    Change vs previous 13F -636 shares

    0.35% of the 13F portfolio, value $4,482,968.

    13F-HR 0001085146-25-004438 filed by Private Wealth Partners, 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 15,386 shares
    Change vs previous 13F -50 shares

    0.35% of the 13F portfolio, value $4,228,688.

    13F-HR 0001085146-25-002217 filed by Private Wealth Partners, 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 15,436 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $4,473,507.

    13F-HR 0001085146-25-000680 filed by Private Wealth Partners, 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 15,436 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $4,370,858.

    13F-HR 0001085146-24-005212 filed by Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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