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SWEENEY & MICHEL, LLC: VTEC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SWEENEY & MICHEL, LLC on VTEC, newest first. How the timeline and the estimate are built.

SWEENEY & MICHEL, LLC held 9,476 VTEC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,476 shares
    Change vs previous 13F +1,026 shares

    0.25% of the 13F portfolio, value $939,454.

    13F-HR 0001754960-26-000720 filed by SWEENEY & MICHEL, 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 8,450 shares
    Change vs previous 13F +2,335 shares

    0.25% of the 13F portfolio, value $845,129.

    13F-HR 0001754960-26-000261 filed by SWEENEY & MICHEL, 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 6,115 shares
    Change vs previous 13F +23 shares

    0.18% of the 13F portfolio, value $618,242.

    13F-HR 0001754960-26-000177 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 6,092 shares
    Change vs previous 13F +916 shares

    0.2% of the 13F portfolio, value $608,207.

    13F-HR 0001754960-25-000788 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 5,176 shares
    Change vs previous 13F +1,892 shares

    0.18% of the 13F portfolio, value $501,558.

    13F-HR 0001979556-25-000002 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 3,284 shares
    Change vs previous 13F +1,254 shares

    0.14% of the 13F portfolio, value $314,412.

    13F-HR 0001979556-25-000001 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 2,030 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $204,620.

    13F-HR 0001979556-24-000003 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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