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Wheelhouse Advisory Group LLC: VTEB position timeline

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

Wheelhouse Advisory Group LLC held 48,395 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 48,395 shares
    Change vs previous 13F +665 shares

    0.69% of the 13F portfolio, value $2,447,818.

    13F-HR 0001998946-26-000003 filed by Wheelhouse Advisory Group 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 47,730 shares
    Change vs previous 13F +10,235 shares

    0.79% of the 13F portfolio, value $2,381,255.

    13F-HR 0001998946-26-000002 filed by Wheelhouse Advisory Group 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 37,495 shares
    Change vs previous 13F +408 shares

    0.72% of the 13F portfolio, value $1,885,298.

    13F-HR 0001998946-26-000001 filed by Wheelhouse Advisory Group 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 37,087 shares
    Change vs previous 13F -936 shares

    0.8% of the 13F portfolio, value $1,856,976.

    13F-HR 0001998946-25-000006 filed by Wheelhouse Advisory Group 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 38,023 shares
    Change vs previous 13F -2,058 shares

    0.92% of the 13F portfolio, value $1,864,273.

    13F-HR 0001998946-25-000004 filed by Wheelhouse Advisory Group 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 40,081 shares
    Change vs previous 13F +3,480 shares

    1.14% of the 13F portfolio, value $1,988,820.

    13F-HR 0001998946-25-000003 filed by Wheelhouse Advisory Group 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 36,601 shares
    Change vs previous 13F -3,337 shares

    1.09% of the 13F portfolio, value $1,834,840.

    13F-HR 0001998946-25-000001 filed by Wheelhouse Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 39,938 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $2,041,639.

    13F-HR 0001998946-24-000005 filed by Wheelhouse Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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