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TRED AVON FAMILY WEALTH, LLC: VTI position timeline

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

TRED AVON FAMILY WEALTH, LLC held 12,657 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,657 shares
    Change vs previous 13F -585 shares

    1.43% of the 13F portfolio, value $4,683,514.

    13F-HR 0002094435-26-000003 filed by TRED AVON FAMILY WEALTH, 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 13,242 shares
    Change vs previous 13F +444 shares

    1.41% of the 13F portfolio, value $4,248,042.

    13F-HR 0002094435-26-000002 filed by TRED AVON FAMILY WEALTH, 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 12,798 shares
    Change vs previous 13F -1,973 shares

    1.4% of the 13F portfolio, value $4,290,783.

    13F-HR 0002094435-26-000001 filed by TRED AVON FAMILY WEALTH, 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 14,771 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $4,847,415.

    13F-HR 0002094435-25-000001 filed by TRED AVON FAMILY WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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