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SURIENCE PRIVATE WEALTH LLC: VTES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SURIENCE PRIVATE WEALTH LLC on VTES, newest first. How the timeline and the estimate are built.

SURIENCE PRIVATE WEALTH LLC held 22,493 VTES shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,493 shares
    Change vs previous 13F -1,922 shares

    2% of the 13F portfolio, value $2,278,766.

    13F-HR 0001725547-26-000253 filed by SURIENCE PRIVATE 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 24,415 shares
    Change vs previous 13F +21,063 shares

    2.65% of the 13F portfolio, value $2,469,333.

    13F-HR 0001725547-26-000144 filed by SURIENCE PRIVATE 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 3,352 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $340,479.

    13F-HR 0001725547-26-000029 filed by SURIENCE PRIVATE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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