Skip to content
Disclosery

WealthTrak Capital Management LLC: VTIP position timeline

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

WealthTrak Capital Management LLC held 7,276 VTIP shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,276 shares
    Change vs previous 13F +55 shares

    0.24% of the 13F portfolio, value $365,473.

    13F-HR 0002052710-26-000003 filed by WealthTrak Capital 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 7,221 shares
    Change vs previous 13F +892 shares

    0.26% of the 13F portfolio, value $360,689.

    13F-HR 0002052710-26-000002 filed by WealthTrak Capital 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 6,329 shares
    Change vs previous 13F -1,225 shares

    0.22% of the 13F portfolio, value $313,032.

    13F-HR 0002052710-26-000001 filed by WealthTrak Capital 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 7,554 shares
    Change vs previous 13F -2,771 shares

    0.31% of the 13F portfolio, value $382,459.

    13F-HR 0002052710-25-000008 filed by WealthTrak Capital 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 10,325 shares
    Change vs previous 13F -121 shares

    0.43% of the 13F portfolio, value $519,038.

    13F-HR 0002052710-25-000004 filed by WealthTrak Capital 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 10,446 shares
    Change vs previous 13F -518 shares

    0.45% of the 13F portfolio, value $521,256.

    13F-HR 0002052710-25-000002 filed by WealthTrak Capital 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 10,964 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $530,877.

    13F-HR 0002052710-25-000001 filed by WealthTrak Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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