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STONE LOFT WEALTH MANAGEMENT LLC: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STONE LOFT WEALTH MANAGEMENT LLC on VTI, newest first. How the timeline and the estimate are built.

STONE LOFT WEALTH MANAGEMENT LLC held 110,105 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 110,105 shares
    Change vs previous 13F +4,693 shares

    23.32% of the 13F portfolio, value $41,005,470.

    13F-HR 0001951757-26-001066 filed by STONE LOFT 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 105,412 shares
    Change vs previous 13F +22,542 shares

    24.16% of the 13F portfolio, value $33,817,219.

    13F-HR 0001951757-26-000802 filed by STONE LOFT 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 82,870 shares
    Change vs previous 13F not available

    26.07% of the 13F portfolio, value $27,783,942.

    13F-HR 0001951757-26-000890 filed by STONE LOFT WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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