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Disclosery

Vivid Wealth Management, LLC: ITA position timeline

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

Vivid Wealth Management, LLC held 0 ITA shares at 2025-06-30 per its 13F-HR filed 2025-07-24.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -18,873 shares

    13F-HR 0001667731-25-000941 filed by Vivid Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 18,873 shares
    Change vs previous 13F -651 shares

    1.45% of the 13F portfolio, value $2,889,511.

    13F-HR 0001667731-25-000451 filed by Vivid 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 ended2024-12-31
    13F 19,524 shares
    Change vs previous 13F -20 shares

    1.44% of the 13F portfolio, value $2,837,865.

    13F-HR 0001667731-25-000190 filed by Vivid 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 ended2024-09-30
    13F 19,544 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $2,924,527.

    13F-HR 0002007281-24-000005 filed by Vivid Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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