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Topsail Wealth Management, LLC: VTEB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Topsail Wealth Management, LLC on VTEB, newest first. How the timeline and the estimate are built.

Topsail Wealth Management, LLC held 942,001 VTEB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 942,001 shares
    Change vs previous 13F -158,756 shares

    6.08% of the 13F portfolio, value $47,646,405.

    13F-HR 0001398344-26-014324 filed by Topsail Wealth Management, 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 1,100,757 shares
    Change vs previous 13F -5,223 shares

    8.1% of the 13F portfolio, value $54,916,791.

    13F-HR 0001398344-26-006781 filed by Topsail Wealth Management, 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 1,105,980 shares
    Change vs previous 13F +11,107 shares

    8.15% of the 13F portfolio, value $55,619,717.

    13F-HR 0001398344-26-002201 filed by Topsail Wealth Management, 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 1,094,873 shares
    Change vs previous 13F -174,738 shares

    9.28% of the 13F portfolio, value $54,820,305.

    13F-HR 0001398344-25-020269 filed by Topsail Wealth Management, 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 1,269,611 shares
    Change vs previous 13F -10,853 shares

    11.38% of the 13F portfolio, value $62,249,033.

    13F-HR 0001398344-25-014250 filed by Topsail Wealth Management, 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 1,280,464 shares
    Change vs previous 13F -10,463 shares

    12.92% of the 13F portfolio, value $63,536,648.

    13F-HR 0001398344-25-008097 filed by Topsail Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 1,290,927 shares
    Change vs previous 13F not available

    13.82% of the 13F portfolio, value $64,714,187.

    13F-HR 0001398344-25-002822 filed by Topsail Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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