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Tower Wealth Partners, Inc.: VSMV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tower Wealth Partners, Inc. on VSMV, newest first. How the timeline and the estimate are built.

Tower Wealth Partners, Inc. held 317,448 VSMV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 317,448 shares
    Change vs previous 13F -4,838 shares

    9.37% of the 13F portfolio, value $18,982,882.

    13F-HR 0001951757-26-001232 filed by Tower Wealth Partners, 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 322,286 shares
    Change vs previous 13F -95,293 shares

    10.08% of the 13F portfolio, value $18,230,849.

    13F-HR 0001951757-26-000806 filed by Tower Wealth Partners, 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 417,579 shares
    Change vs previous 13F +1,703 shares

    12.69% of the 13F portfolio, value $23,078,380.

    13F-HR 0001951757-26-000200 filed by Tower Wealth Partners, 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 415,876 shares
    Change vs previous 13F +2,849 shares

    12.26% of the 13F portfolio, value $22,315,615.

    13F-HR 0001951757-25-001319 filed by Tower Wealth Partners, 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 413,027 shares
    Change vs previous 13F +8,602 shares

    12.03% of the 13F portfolio, value $20,355,664.

    13F-HR 0001951757-25-000974 filed by Tower Wealth Partners, 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 404,425 shares
    Change vs previous 13F +1,135 shares

    10.47% of the 13F portfolio, value $19,586,303.

    13F-HR 0001951757-25-000305 filed by Tower Wealth Partners, Inc.
    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 403,290 shares
    Change vs previous 13F -1,355 shares

    10.13% of the 13F portfolio, value $19,370,140.

    13F-HR 0001951757-25-000210 filed by Tower Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 404,645 shares
    Change vs previous 13F not available

    11.43% of the 13F portfolio, value $19,657,654.

    13F-HR 0001951757-24-001141 filed by Tower Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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