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SpringVest Wealth Management LLC: VTIP position timeline

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

SpringVest Wealth Management LLC held 50,139 VTIP 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 50,139 shares
    Change vs previous 13F +6,268 shares

    1.58% of the 13F portfolio, value $2,518,473.

    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 43,871 shares
    Change vs previous 13F -3,692 shares

    1.5% of the 13F portfolio, value $2,191,362.

    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 47,563 shares
    Change vs previous 13F -10,671 shares

    1.64% of the 13F portfolio, value $2,352,471.

    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 58,234 shares
    Change vs previous 13F +3,141 shares

    2.17% of the 13F portfolio, value $2,948,389.

    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 55,093 shares
    Change vs previous 13F +823 shares

    2.24% of the 13F portfolio, value $2,769,540.

    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 54,270 shares
    Change vs previous 13F +4,466 shares

    2.25% of the 13F portfolio, value $2,708,063.

    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 49,804 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $2,411,500.

    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).