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Disclosery

Shira Ridge Wealth Management: VTI position timeline

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

Shira Ridge Wealth Management held 4,659 VTI shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,659 shares
    Change vs previous 13F -158 shares

    0.61% of the 13F portfolio, value $1,743,770.

    13F-HR 0001754960-26-000834 filed by Shira Ridge Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,817 shares
    Change vs previous 13F +88 shares

    0.62% of the 13F portfolio, value $1,782,594.

    13F-HR 0001754960-26-000452 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,729 shares
    Change vs previous 13F -645 shares

    0.6% of the 13F portfolio, value $1,517,144.

    13F-HR 0001754960-26-000222 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,374 shares
    Change vs previous 13F +328 shares

    0.72% of the 13F portfolio, value $1,801,703.

    13F-HR 0001754960-26-000022 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,046 shares
    Change vs previous 13F +433 shares

    0.7% of the 13F portfolio, value $1,656,100.

    13F-HR 0001754960-25-000690 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,613 shares
    Change vs previous 13F +1,088 shares

    0.64% of the 13F portfolio, value $1,402,108.

    13F-HR 0001754960-25-000346 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,525 shares
    Change vs previous 13F +18 shares

    0.48% of the 13F portfolio, value $968,882.

    13F-HR 0001754960-25-000187 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,507 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,016,296.

    13F-HR 0001754960-25-000010 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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