Talisman Wealth Advisors LLC: VTI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Talisman Wealth Advisors LLC on VTI, newest first. How the timeline and the estimate are built.
Talisman Wealth Advisors LLC held 16,090 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 16,090 sharesChange vs previous 13F +283 shares
4.43% of the 13F portfolio, value $5,953,817.
13F-HR 0001962685-26-000003 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 15,807 sharesChange vs previous 13F +2,820 shares
4.08% of the 13F portfolio, value $5,071,084.
13F-HR 0001962685-26-000002 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,987 sharesChange vs previous 13F +4,806 shares
3.39% of the 13F portfolio, value $4,363,074.
13F-HR 0001962685-26-000001 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,181 sharesChange vs previous 13F +2 shares
2.22% of the 13F portfolio, value $2,684,901.
13F-HR 0001962685-25-000006 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,179 sharesChange vs previous 13F 0 shares
2.27% of the 13F portfolio, value $2,485,756.
13F-HR 0001962685-25-000003 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,179 sharesChange vs previous 13F +31 shares
2.31% of the 13F portfolio, value $2,247,837.
13F-HR 0001962685-25-000002 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,148 sharesChange vs previous 13F +21 shares
2.51% of the 13F portfolio, value $2,361,494.
13F-HR 0001962685-25-000001 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,127 sharesChange vs previous 13F not available
2.41% of the 13F portfolio, value $2,293,177.
13F-HR 0001962685-24-000005 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).