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Rochester Wealth Strategies, LLC: VTEB position timeline

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

Rochester Wealth Strategies, LLC held 134,969 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 134,969 shares
    Change vs previous 13F -12,229 shares

    3.78% of the 13F portfolio, value $6,826,732.

    13F-HR 0001958456-26-000004 filed by Rochester Wealth Strategies, 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 147,198 shares
    Change vs previous 13F +13,442 shares

    4.45% of the 13F portfolio, value $7,343,708.

    13F-HR 0001958456-26-000003 filed by Rochester Wealth Strategies, 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 133,756 shares
    Change vs previous 13F -5,778 shares

    4.22% of the 13F portfolio, value $6,726,589.

    13F-HR 0001958456-26-000002 filed by Rochester Wealth Strategies, 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 139,534 shares
    Change vs previous 13F +13,127 shares

    4.57% of the 13F portfolio, value $6,986,467.

    13F-HR 0001958456-25-000005 filed by Rochester Wealth Strategies, 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 126,407 shares
    Change vs previous 13F not available

    4.45% of the 13F portfolio, value $6,197,735.

    13F-HR 0001958456-25-000003 filed by Rochester Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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