Shotwell Rutter Baer Inc: VTIP position timeline

Shotwell Rutter Baer Inc held 111,644 VTIP shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 111,644 shares

   Change vs previous 13F +1,855 shares

   3.08% of the 13F portfolio, value $5,607,886.

   13F-HR 0001754960-26-000573 filed by Shotwell Rutter Baer Inc
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 109,789 shares

   Change vs previous 13F +5,309 shares

   3.22% of the 13F portfolio, value $5,483,963.

   13F-HR 0001754960-26-000301 filed by Shotwell Rutter Baer Inc
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 104,480 shares

   Change vs previous 13F +12,246 shares

   3.11% of the 13F portfolio, value $5,172,295.

   13F-HR 0001754960-26-000025 filed by Shotwell Rutter Baer Inc
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 92,234 shares

   Change vs previous 13F +1,586 shares

   2.98% of the 13F portfolio, value $4,616,297.

   13F-HR 0001754960-25-000654 filed by Shotwell Rutter Baer Inc
   Filed 2025-10-10 (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).

5. period ended2025-06-30

   13F 90,648 shares

   Change vs previous 13F +1,476 shares

   3.07% of the 13F portfolio, value $4,512,480.

   13F-HR 0001754960-25-000322 filed by Shotwell Rutter Baer Inc
   Filed 2025-07-07 (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).

6. period ended2025-03-31

   13F 89,172 shares

   Change vs previous 13F +1,327 shares

   3.93% of the 13F portfolio, value $4,450,574.

   13F-HR 0001754960-25-000162 filed by Shotwell Rutter Baer Inc
   Filed 2025-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 87,845 shares

   Change vs previous 13F +2,657 shares

   3.59% of the 13F portfolio, value $4,256,073.

   13F-HR 0001754960-25-000013 filed by Shotwell Rutter Baer Inc
   Filed 2025-01-14 (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).

8. period ended2024-09-30

   13F 85,188 shares

   Change vs previous 13F not available

   3.42% of the 13F portfolio, value $4,162,276.

   13F-HR 0001754960-24-000472 filed by Shotwell Rutter Baer Inc
   Filed 2024-10-07 (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).