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Disclosery

Stone Summit Wealth LLC: VTES position timeline

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

Stone Summit Wealth LLC held 5,276 VTES shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,276 shares
    Change vs previous 13F -133 shares

    0.14% of the 13F portfolio, value $534,512.

    13F-HR 0001754960-26-000614 filed by Stone Summit Wealth 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 5,409 shares
    Change vs previous 13F +58 shares

    0.15% of the 13F portfolio, value $547,066.

    13F-HR 0002085853-26-000460 filed by Stone Summit Wealth 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 5,351 shares
    Change vs previous 13F +1,509 shares

    0.15% of the 13F portfolio, value $543,528.

    13F-HR 0002085853-26-000102 filed by Stone Summit Wealth 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 3,842 shares
    Change vs previous 13F -1,117 shares

    0.11% of the 13F portfolio, value $391,596.

    13F-HR 0002085853-25-000137 filed by Stone Summit Wealth 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 4,959 shares
    Change vs previous 13F +619 shares

    0.16% of the 13F portfolio, value $500,512.

    13F-HR 0001667731-25-000854 filed by Stone Summit Wealth 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 4,340 shares
    Change vs previous 13F -1,333 shares

    0.15% of the 13F portfolio, value $436,213.

    13F-HR 0001667731-25-000518 filed by Stone Summit Wealth 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 5,673 shares
    Change vs previous 13F -119 shares

    0.19% of the 13F portfolio, value $568,718.

    13F-HR 0001667731-25-000149 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 5,792 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $587,425.

    13F-HR 0001908192-24-000004 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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