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Rolek Wealth Management LLC: VTI position timeline

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

Rolek Wealth Management LLC held 28,386 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,386 shares
    Change vs previous 13F +874 shares

    5.88% of the 13F portfolio, value $10,503,898.

    13F-HR 0001951757-26-001010 filed by Rolek 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 27,512 shares
    Change vs previous 13F +1,860 shares

    6.33% of the 13F portfolio, value $8,826,205.

    13F-HR 0001951757-26-000692 filed by Rolek 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 25,652 shares
    Change vs previous 13F +1,799 shares

    5.9% of the 13F portfolio, value $8,600,400.

    13F-HR 0001951757-26-000306 filed by Rolek 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 23,853 shares
    Change vs previous 13F +1,353 shares

    5.88% of the 13F portfolio, value $7,827,849.

    13F-HR 0001951757-25-001226 filed by Rolek 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 22,500 shares
    Change vs previous 13F -80 shares

    5.91% of the 13F portfolio, value $6,838,289.

    13F-HR 0001951757-25-000890 filed by Rolek 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 22,580 shares
    Change vs previous 13F -107,126 shares

    6.16% of the 13F portfolio, value $5,954,032.

    13F-HR 0001951757-25-000385 filed by Rolek Wealth Management 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 129,706 shares
    Change vs previous 13F not available

    29.46% of the 13F portfolio, value $37,590,160.

    13F-HR 0001951757-25-000074 filed by Rolek Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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