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Disclosery

Stone Summit Wealth LLC: VTI position timeline

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

Stone Summit Wealth LLC held 9,668 VTI 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 9,668 shares
    Change vs previous 13F -20 shares

    0.91% of the 13F portfolio, value $3,577,547.

    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 9,688 shares
    Change vs previous 13F +44 shares

    0.86% of the 13F portfolio, value $3,108,007.

    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 9,644 shares
    Change vs previous 13F -12,827 shares

    0.88% of the 13F portfolio, value $3,233,344.

    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 22,471 shares
    Change vs previous 13F -82 shares

    2.09% of the 13F portfolio, value $7,374,308.

    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 22,553 shares
    Change vs previous 13F +2,338 shares

    2.12% of the 13F portfolio, value $6,854,533.

    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 20,215 shares
    Change vs previous 13F +1,121 shares

    1.88% of the 13F portfolio, value $5,555,891.

    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 19,094 shares
    Change vs previous 13F +634 shares

    1.86% of the 13F portfolio, value $5,533,632.

    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 18,460 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $5,227,134.

    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).