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Disclosery

Westshore Wealth, LLC: VTWO position timeline

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

Westshore Wealth, LLC held 36,549 VTWO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,549 shares
    Change vs previous 13F -1,462 shares

    1.38% of the 13F portfolio, value $4,437,745.

    13F-HR 0001806366-26-000004 filed by Westshore Wealth, 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 38,011 shares
    Change vs previous 13F +4,528 shares

    1.34% of the 13F portfolio, value $3,807,553.

    13F-HR 0001806366-26-000002 filed by Westshore Wealth, 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 33,483 shares
    Change vs previous 13F +7,599 shares

    1.1% of the 13F portfolio, value $3,332,207.

    13F-HR 0001806366-26-000001 filed by Westshore Wealth, 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 25,884 shares
    Change vs previous 13F +8,709 shares

    0.87% of the 13F portfolio, value $2,531,980.

    13F-HR 0001806366-25-000002 filed by Westshore Wealth, 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 17,175 shares
    Change vs previous 13F +10,504 shares

    0.57% of the 13F portfolio, value $1,498,004.

    13F-HR 0001085146-25-003688 filed by Westshore Wealth, 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 6,671 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $538,016.

    13F-HR 0001085146-25-003283 filed by Westshore Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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