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Disclosery

StrongBox Wealth, LLC: VTIP position timeline

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

StrongBox Wealth, LLC held 600 VTIP 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 600 shares
    Change vs previous 13F +600 shares

    0.01% of the 13F portfolio, value $30,138.

    13F-HR 0001812155-26-000002 filed by StrongBox 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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -6,175 shares

    13F-HR 0001172661-25-000188 filed by StrongBox Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2024-09-30
    13F 6,175 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $304,490.

    13F-HR 0001172661-24-004566 filed by StrongBox Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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