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TriaGen Wealth Management LLC: VTI position timeline

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

TriaGen Wealth Management LLC held 9,339 VTI shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,339 shares
    Change vs previous 13F -23 shares

    0.85% of the 13F portfolio, value $3,495,213.

    13F-HR 0001172661-26-004518 filed by TriaGen Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,362 shares
    Change vs previous 13F -25 shares

    0.87% of the 13F portfolio, value $3,464,477.

    13F-HR 0001172661-26-002712 filed by TriaGen 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 ended2026-03-31
    13F 9,387 shares
    Change vs previous 13F -48 shares

    0.82% of the 13F portfolio, value $3,011,560.

    13F-HR 0001172661-26-001565 filed by TriaGen 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 ended2025-12-31
    13F 9,435 shares
    Change vs previous 13F -41 shares

    0.82% of the 13F portfolio, value $3,163,365.

    13F-HR 0001172661-26-000326 filed by TriaGen 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 ended2025-09-30
    13F 9,476 shares
    Change vs previous 13F -20 shares

    0.81% of the 13F portfolio, value $3,109,780.

    13F-HR 0001172661-25-004361 filed by TriaGen 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 ended2025-06-30
    13F 9,496 shares
    Change vs previous 13F +89 shares

    0.87% of the 13F portfolio, value $2,886,133.

    13F-HR 0001172661-25-002685 filed by TriaGen 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 ended2025-03-31
    13F 9,407 shares
    Change vs previous 13F -84 shares

    0.91% of the 13F portfolio, value $2,585,432.

    13F-HR 0001172661-25-001775 filed by TriaGen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 9,491 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $2,750,571.

    13F-HR 0001172661-25-000336 filed by TriaGen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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