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Rockline Wealth Management, LLC: VST position timeline

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

Rockline Wealth Management, LLC held 11,097 VST shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,097 shares
    Change vs previous 13F -2,525 shares

    0.34% of the 13F portfolio, value $1,760,328.

    13F-HR 0001172661-26-002781 filed by Rockline Wealth Management, 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 13,622 shares
    Change vs previous 13F +328 shares

    0.45% of the 13F portfolio, value $2,047,838.

    13F-HR 0001172661-26-001574 filed by Rockline Wealth Management, 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 13,294 shares
    Change vs previous 13F +1,183 shares

    0.44% of the 13F portfolio, value $2,144,749.

    13F-HR 0001172661-26-000560 filed by Rockline Wealth Management, 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 12,111 shares
    Change vs previous 13F +1,706 shares

    0.49% of the 13F portfolio, value $2,372,815.

    13F-HR 0001172661-25-004538 filed by Rockline Wealth Management, 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 10,405 shares
    Change vs previous 13F +1,004 shares

    0.48% of the 13F portfolio, value $2,016,607.

    13F-HR 0001172661-25-002900 filed by Rockline Wealth Management, 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 9,401 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,104,053.

    13F-HR 0001172661-25-001525 filed by Rockline Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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