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Successful Portfolios LLC: VTIP position timeline

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

Successful Portfolios LLC held 23,627 VTIP 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 23,627 shares
    Change vs previous 13F +385 shares

    0.53% of the 13F portfolio, value $1,143,303.

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

  2. period ended2026-06-30
    13F 23,242 shares
    Change vs previous 13F +51 shares

    0.54% of the 13F portfolio, value $1,153,869.

    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 23,191 shares
    Change vs previous 13F +711 shares

    0.64% of the 13F portfolio, value $1,158,320.

    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 22,480 shares
    Change vs previous 13F +30 shares

    0.57% of the 13F portfolio, value $1,112,752.

    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 22,450 shares
    Change vs previous 13F -181 shares

    0.66% of the 13F portfolio, value $1,136,640.

    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 22,631 shares
    Change vs previous 13F -377 shares

    0.7% of the 13F portfolio, value $1,137,635.

    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 23,008 shares
    Change vs previous 13F -101 shares

    0.78% of the 13F portfolio, value $1,148,101.

    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 23,109 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,118,939.

    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).