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Disclosery

TAGStone Capital, Inc.: VTES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TAGStone Capital, Inc. on VTES, newest first. How the timeline and the estimate are built.

TAGStone Capital, Inc. held 5,443 VTES 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 5,443 shares
    Change vs previous 13F -440 shares

    0.18% of the 13F portfolio, value $551,410.

    13F-HR 0001903044-26-000003 filed by TAGStone Capital, Inc.
    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 5,883 shares
    Change vs previous 13F -4,490 shares

    0.21% of the 13F portfolio, value $594,959.

    13F-HR 0001903044-26-000002 filed by TAGStone Capital, Inc.
    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 10,373 shares
    Change vs previous 13F -765 shares

    0.39% of the 13F portfolio, value $1,053,611.

    13F-HR 0001903044-26-000001 filed by TAGStone Capital, Inc.
    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 11,138 shares
    Change vs previous 13F -3,126 shares

    0.45% of the 13F portfolio, value $1,135,272.

    13F-HR 0001903044-25-000007 filed by TAGStone Capital, Inc.
    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 14,264 shares
    Change vs previous 13F -11,312 shares

    0.6% of the 13F portfolio, value $1,447,985.

    13F-HR 0001903044-25-000006 filed by TAGStone Capital, Inc.
    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 25,576 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $2,571,000.

    13F-HR 0001903044-25-000002 filed by TAGStone Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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