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Seaside Wealth Management, Inc.: VTI position timeline

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

Seaside Wealth Management, Inc. held 360,681 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 360,681 shares
    Change vs previous 13F +5,278 shares

    32.99% of the 13F portfolio, value $133,466,634.

    13F-HR 0001929977-26-000007 filed by Seaside Wealth Management, Inc.
    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 355,403 shares
    Change vs previous 13F +7,059 shares

    32.07% of the 13F portfolio, value $114,016,928.

    13F-HR 0001929977-26-000002 filed by Seaside Wealth Management, Inc.
    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 348,344 shares
    Change vs previous 13F +1,788 shares

    33.32% of the 13F portfolio, value $116,789,618.

    13F-HR 0001929977-26-000001 filed by Seaside Wealth Management, Inc.
    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 346,556 shares
    Change vs previous 13F -85 shares

    33.75% of the 13F portfolio, value $113,729,061.

    13F-HR 0001085146-25-005938 filed by Seaside Wealth Management, Inc.
    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 346,641 shares
    Change vs previous 13F +6,304 shares

    33.52% of the 13F portfolio, value $105,354,533.

    13F-HR 0001085146-25-003689 filed by Seaside Wealth Management, Inc.
    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 340,337 shares
    Change vs previous 13F +5,628 shares

    33.37% of the 13F portfolio, value $93,538,200.

    13F-HR 0001085146-25-002569 filed by Seaside Wealth Management, Inc.
    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 334,709 shares
    Change vs previous 13F +13,528 shares

    35.5% of the 13F portfolio, value $97,001,826.

    13F-HR 0001085146-25-000210 filed by Seaside Wealth Management, Inc.
    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 321,181 shares
    Change vs previous 13F not available

    34.38% of the 13F portfolio, value $90,945,678.

    13F-HR 0001085146-24-005168 filed by Seaside Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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