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Twelve Points Wealth Management LLC: VTIP position timeline

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

Twelve Points Wealth Management LLC held 304,623 VTIP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 304,623 shares
    Change vs previous 13F +35,478 shares

    3.07% of the 13F portfolio, value $15,301,238.

    13F-HR 0001877090-26-000005 filed by Twelve Points 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 269,145 shares
    Change vs previous 13F +23,437 shares

    2.96% of the 13F portfolio, value $13,443,771.

    13F-HR 0001877090-26-000003 filed by Twelve Points 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 245,708 shares
    Change vs previous 13F +9,742 shares

    2.74% of the 13F portfolio, value $12,162,525.

    13F-HR 0001877090-26-000001 filed by Twelve Points 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 235,966 shares
    Change vs previous 13F +19,906 shares

    2.98% of the 13F portfolio, value $11,946,968.

    13F-HR 0001877090-25-000008 filed by Twelve Points 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 216,060 shares
    Change vs previous 13F +10,312 shares

    2.92% of the 13F portfolio, value $10,861,352.

    13F-HR 0001877090-25-000004 filed by Twelve Points 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 205,748 shares
    Change vs previous 13F +14,032 shares

    2.79% of the 13F portfolio, value $10,266,830.

    13F-HR 0001877090-25-000003 filed by Twelve Points 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 191,716 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $9,282,909.

    13F-HR 0001877090-25-000002 filed by Twelve Points Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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