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Disclosery

Sagace Wealth Management LLC: VTIP position timeline

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

Sagace Wealth Management LLC held 66,445 VTIP 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 66,445 shares
    Change vs previous 13F +96 shares

    2.11% of the 13F portfolio, value $3,337,532.

    13F-HR 0002027449-26-000003 filed by Sagace 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 66,349 shares
    Change vs previous 13F +1,056 shares

    2.25% of the 13F portfolio, value $3,314,133.

    13F-HR 0002027449-26-000002 filed by Sagace 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 65,293 shares
    Change vs previous 13F +1,148 shares

    2.2% of the 13F portfolio, value $3,229,392.

    13F-HR 0002027449-26-000001 filed by Sagace 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 64,145 shares
    Change vs previous 13F +45,594 shares

    2.21% of the 13F portfolio, value $3,247,661.

    13F-HR 0002027449-25-000007 filed by Sagace 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 18,551 shares
    Change vs previous 13F +7,136 shares

    0.7% of the 13F portfolio, value $932,559.

    13F-HR 0002027449-25-000004 filed by Sagace 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 11,415 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $569,609.

    13F-HR 0002027449-25-000002 filed by Sagace 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 11,415 shares
    Change vs previous 13F -4,703 shares

    0.41% of the 13F portfolio, value $552,714.

    13F-HR 0002027449-25-000001 filed by Sagace Wealth Management 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 16,118 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $788,815.

    13F-HR 0002027449-24-000002 filed by Sagace Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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