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VSM Wealth Advisory, LLC: VTEB position timeline

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

VSM Wealth Advisory, LLC held 62,145 VTEB shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,145 shares
    Change vs previous 13F +1,559 shares

    0.83% of the 13F portfolio, value $3,143,307.

    13F-HR 0002050660-26-000003 filed by VSM Wealth Advisory, 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 60,586 shares
    Change vs previous 13F +4,478 shares

    0.9% of the 13F portfolio, value $3,022,631.

    13F-HR 0002050660-26-000002 filed by VSM Wealth Advisory, 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 56,108 shares
    Change vs previous 13F -6,528 shares

    0.85% of the 13F portfolio, value $2,821,678.

    13F-HR 0002050660-26-000001 filed by VSM Wealth Advisory, 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 62,636 shares
    Change vs previous 13F -1,726 shares

    0.98% of the 13F portfolio, value $3,136,199.

    13F-HR 0002050660-25-000007 filed by VSM Wealth Advisory, 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 64,362 shares
    Change vs previous 13F -18,237 shares

    1.04% of the 13F portfolio, value $3,155,663.

    13F-HR 0002050660-25-000006 filed by VSM Wealth Advisory, 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 82,599 shares
    Change vs previous 13F -1,229 shares

    1.47% of the 13F portfolio, value $4,098,547.

    13F-HR 0002050660-25-000003 filed by VSM Wealth Advisory, 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 83,828 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $4,202,286.

    13F-HR 0002050660-25-000002 filed by VSM Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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