Topsail Wealth Management, LLC: VTES position timeline

Topsail Wealth Management, LLC held 51,216 VTES 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 51,216 shares

   Change vs previous 13F +109 shares

   0.66% of the 13F portfolio, value $5,188,744.

   13F-HR 0001398344-26-014324 filed by Topsail Wealth Management, LLC
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 51,107 shares

   Change vs previous 13F +2 shares

   0.76% of the 13F portfolio, value $5,168,919.

   13F-HR 0001398344-26-006781 filed by Topsail Wealth Management, LLC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 51,105 shares

   Change vs previous 13F +3 shares

   0.76% of the 13F portfolio, value $5,191,001.

   13F-HR 0001398344-26-002201 filed by Topsail Wealth Management, LLC
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 51,102 shares

   Change vs previous 13F +2 shares

   0.88% of the 13F portfolio, value $5,208,582.

   13F-HR 0001398344-25-020269 filed by Topsail Wealth Management, LLC
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 51,100 shares

   Change vs previous 13F not available

   0.94% of the 13F portfolio, value $5,157,509.

   13F-HR 0001398344-25-014250 filed by Topsail Wealth Management, LLC
   Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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