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Topsail Wealth Management, LLC: VTI position timeline

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

Topsail Wealth Management, LLC held 506,930 VTI 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 506,930 shares
    Change vs previous 13F -301 shares

    23.95% of the 13F portfolio, value $187,584,215.

    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 507,231 shares
    Change vs previous 13F -830 shares

    24% of the 13F portfolio, value $162,724,653.

    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 508,061 shares
    Change vs previous 13F +57,561 shares

    24.95% of the 13F portfolio, value $170,337,691.

    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 450,500 shares
    Change vs previous 13F +6,982 shares

    25.09% of the 13F portfolio, value $148,243,961.

    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 443,518 shares
    Change vs previous 13F +7,457 shares

    24.71% of the 13F portfolio, value $135,203,438.

    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 436,061 shares
    Change vs previous 13F +13,591 shares

    24.37% of the 13F portfolio, value $119,847,101.

    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 422,470 shares
    Change vs previous 13F not available

    26.15% of the 13F portfolio, value $122,436,161.

    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).