Westshore Wealth, LLC: VTI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Westshore Wealth, LLC on VTI, newest first. How the timeline and the estimate are built.
Westshore Wealth, LLC held 3,467 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 3,467 sharesChange vs previous 13F +30 shares
0.4% of the 13F portfolio, value $1,282,929.
13F-HR 0001806366-26-000004 filed by Westshore Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,437 sharesChange vs previous 13F +16 shares
0.39% of the 13F portfolio, value $1,102,624.
13F-HR 0001806366-26-000002 filed by Westshore Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,421 sharesChange vs previous 13F -1,876 shares
0.38% of the 13F portfolio, value $1,146,959.
13F-HR 0001806366-26-000001 filed by Westshore Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,297 sharesChange vs previous 13F +1 shares
0.59% of the 13F portfolio, value $1,738,225.
13F-HR 0001806366-25-000002 filed by Westshore Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,296 sharesChange vs previous 13F +25 shares
0.62% of the 13F portfolio, value $1,609,636.
13F-HR 0001085146-25-003688 filed by Westshore Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,271 sharesChange vs previous 13F +7 shares
0.61% of the 13F portfolio, value $1,448,703.
13F-HR 0001085146-25-003283 filed by Westshore Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,264 sharesChange vs previous 13F +11 shares
0.62% of the 13F portfolio, value $1,525,633.
13F-HR 0001085146-25-003402 filed by Westshore Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,253 sharesChange vs previous 13F not available
0.61% of the 13F portfolio, value $1,487,306.
13F-HR 0001085146-24-005567 filed by Westshore Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).