TWIN PEAKS WEALTH ADVISORS, LLC: VTEC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TWIN PEAKS WEALTH ADVISORS, LLC on VTEC, newest first. How the timeline and the estimate are built.

TWIN PEAKS WEALTH ADVISORS, LLC held 2,856 VTEC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 2,856 shares
Change vs previous 13F 0 shares
0.07% of the 13F portfolio, value $287,347.
13F-HR 0001986152-26-000134 filed by TWIN PEAKS WEALTH ADVISORS, LLC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 2,856 shares
Change vs previous 13F 0 shares
0.07% of the 13F portfolio, value $283,006.
13F-HR 0001986152-26-000072 filed by TWIN PEAKS WEALTH ADVISORS, LLC
Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 2,856 shares
Change vs previous 13F 0 shares
0.08% of the 13F portfolio, value $288,733.
13F-HR 0001986152-26-000018 filed by TWIN PEAKS WEALTH ADVISORS, LLC
Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 2,856 shares
Change vs previous 13F +467 shares
0.1% of the 13F portfolio, value $284,977.
13F-HR 0001986152-25-000092 filed by TWIN PEAKS WEALTH ADVISORS, LLC
Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 2,389 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $232,799.
13F-HR 0001986152-25-000062 filed by TWIN PEAKS WEALTH ADVISORS, LLC
Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).