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SpringVest Wealth Management LLC: VTEB position timeline

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

SpringVest Wealth Management LLC held 10,585 VTEB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,585 shares
    Change vs previous 13F +833 shares

    0.34% of the 13F portfolio, value $535,389.

    13F-HR 0002058986-26-000005 filed by SpringVest 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 9,752 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $486,527.

    13F-HR 0002058986-26-000004 filed by SpringVest 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 9,752 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $490,428.

    13F-HR 0002058986-26-000001 filed by SpringVest 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 9,752 shares
    Change vs previous 13F -801 shares

    0.36% of the 13F portfolio, value $488,283.

    13F-HR 0002058986-25-000003 filed by SpringVest 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 10,553 shares
    Change vs previous 13F -247 shares

    0.42% of the 13F portfolio, value $517,414.

    13F-HR 0001085146-25-004068 filed by SpringVest 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 10,800 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $535,896.

    13F-HR 0001085146-25-002663 filed by SpringVest 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 10,800 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $541,404.

    13F-HR 0001085146-25-001822 filed by SpringVest Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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