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Disclosery

WINNACLE WEALTH LLC: VTES position timeline

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

WINNACLE WEALTH LLC held 21,254 VTES shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,254 shares
    Change vs previous 13F +5,008 shares

    1.46% of the 13F portfolio, value $2,153,227.

    13F-HR 0001754960-26-000581 filed by WINNACLE 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 16,246 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $1,643,146.

    13F-HR 0001754960-26-000391 filed by WINNACLE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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