Skip to content
Disclosery

Stone Wealth Partners: VTI position timeline

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

Stone Wealth Partners held 7,121 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,121 shares
    Change vs previous 13F +1,010 shares

    1.93% of the 13F portfolio, value $2,642,604.

    13F-HR 0001754960-26-000549 filed by Stone Wealth Partners
    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 6,111 shares
    Change vs previous 13F +509 shares

    1.76% of the 13F portfolio, value $1,960,465.

    13F-HR 0001754960-26-000370 filed by Stone Wealth Partners
    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 5,602 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $1,878,283.

    13F-HR 0001754960-26-000192 filed by Stone Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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