Schwallier Wealth Management LLC: VTIP position timeline

Schwallier Wealth Management LLC held 0 VTIP shares at 2025-09-30 per its 13F-HR filed 2025-11-17.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -4,827 shares

   13F-HR 0001934951-25-000004 filed by Schwallier Wealth Management LLC
   Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 4,827 shares

   Change vs previous 13F -5,490 shares

   0.15% of the 13F portfolio, value $242,645.

   13F-HR 0001934951-25-000001 filed by Schwallier Wealth Management LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 10,317 shares

   Change vs previous 13F -65,190 shares

   0.38% of the 13F portfolio, value $514,799.

   13F-HR 0001934951-25-000002 filed by Schwallier Wealth Management LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2024-12-31

   13F 75,507 shares

   Change vs previous 13F +6,807 shares

   2.78% of the 13F portfolio, value $3,656,045.

   13F-HR 0001807270-25-000002 filed by Schwallier Wealth Management LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 68,700 shares

   Change vs previous 13F not available

   2.42% of the 13F portfolio, value $3,387,615.

   13F-HR 0001934951-24-000009 filed by Schwallier Wealth Management LLC
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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