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Disclosery

Wealth Group Ltd: VTI position timeline

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

Wealth Group Ltd held 7,941 VTI shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,941 shares
    Change vs previous 13F +41 shares

    0.56% of the 13F portfolio, value $3,001,680.

    13F-HR 0002010748-26-000006 filed by Wealth Group Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,900 shares
    Change vs previous 13F -30 shares

    0.56% of the 13F portfolio, value $2,923,171.

    13F-HR 0002010748-26-000003 filed by Wealth Group Ltd
    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 7,930 shares
    Change vs previous 13F +157 shares

    0.58% of the 13F portfolio, value $2,544,023.

    13F-HR 0002010748-26-000002 filed by Wealth Group Ltd
    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 7,773 shares
    Change vs previous 13F +293 shares

    0.58% of the 13F portfolio, value $2,606,054.

    13F-HR 0002010748-26-000001 filed by Wealth Group Ltd
    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 7,480 shares
    Change vs previous 13F +2,329 shares

    0.57% of the 13F portfolio, value $2,454,712.

    13F-HR 0002010748-25-000006 filed by Wealth Group Ltd
    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 5,151 shares
    Change vs previous 13F +15 shares

    0.4% of the 13F portfolio, value $1,565,543.

    13F-HR 0002010748-25-000003 filed by Wealth Group Ltd
    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 5,136 shares
    Change vs previous 13F +1 shares

    0.41% of the 13F portfolio, value $1,411,578.

    13F-HR 0002010748-25-000002 filed by Wealth Group Ltd
    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 5,135 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,488,174.

    13F-HR 0002010748-25-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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