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Successful Portfolios LLC: VTI position timeline

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

Successful Portfolios LLC held 20,775 VTI shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 20,775 shares
    Change vs previous 13F +404 shares

    3.64% of the 13F portfolio, value $7,899,734.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 20,371 shares
    Change vs previous 13F +768 shares

    3.54% of the 13F portfolio, value $7,584,680.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 19,603 shares
    Change vs previous 13F +1,242 shares

    3.44% of the 13F portfolio, value $6,234,365.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 18,361 shares
    Change vs previous 13F -69 shares

    3.2% of the 13F portfolio, value $6,286,865.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 18,430 shares
    Change vs previous 13F +693 shares

    3.53% of the 13F portfolio, value $6,048,156.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 17,737 shares
    Change vs previous 13F +636 shares

    3.31% of the 13F portfolio, value $5,390,844.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 17,101 shares
    Change vs previous 13F +39 shares

    3.2% of the 13F portfolio, value $4,700,041.

    13F-HR 0001085146-25-002063 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 17,062 shares
    Change vs previous 13F not available

    3.31% of the 13F portfolio, value $4,944,607.

    13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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