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Disclosery

Worth Asset Management, LLC: VTI position timeline

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

Worth Asset Management, LLC held 5,342 VTI shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,342 shares
    Change vs previous 13F +81 shares

    0.58% of the 13F portfolio, value $1,999,115.

    13F-HR 0001927285-26-000007 filed by Worth Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,261 shares
    Change vs previous 13F +1,810 shares

    0.62% of the 13F portfolio, value $1,946,781.

    13F-HR 0001927285-26-000005 filed by Worth Asset 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 ended2026-03-31
    13F 3,451 shares
    Change vs previous 13F -8 shares

    0.41% of the 13F portfolio, value $1,107,115.

    13F-HR 0001927285-26-000003 filed by Worth Asset 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 ended2025-12-31
    13F 3,459 shares
    Change vs previous 13F +277 shares

    0.49% of the 13F portfolio, value $1,159,698.

    13F-HR 0001927285-26-000001 filed by Worth Asset 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 ended2025-09-30
    13F 3,182 shares
    Change vs previous 13F +686 shares

    0.47% of the 13F portfolio, value $1,044,237.

    13F-HR 0001927285-25-000006 filed by Worth Asset 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 ended2025-06-30
    13F 2,496 shares
    Change vs previous 13F -2,543 shares

    0.37% of the 13F portfolio, value $758,609.

    13F-HR 0001927285-25-000005 filed by Worth Asset 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 ended2025-03-31
    13F 5,039 shares
    Change vs previous 13F -6,117 shares

    0.76% of the 13F portfolio, value $1,384,919.

    13F-HR 0001927285-25-000002 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 11,156 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $3,233,120.

    13F-HR 0001927285-25-000001 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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