Yoffe Investment Management, LLC: VTI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Yoffe Investment Management, LLC on VTI, newest first. How the timeline and the estimate are built.
Yoffe Investment Management, LLC held 8,078 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-10.
the latest 13F is the newest step
- period ended2026-06-3013F 8,078 sharesChange vs previous 13F 0 shares
3.42% of the 13F portfolio, value $2,989,356.
13F-HR 0002056336-26-000007 filed by Yoffe Investment Management, 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 8,078 sharesChange vs previous 13F 0 shares
3.32% of the 13F portfolio, value $2,591,653.
13F-HR 0002056336-26-000004 filed by Yoffe Investment Management, 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 8,078 sharesChange vs previous 13F 0 shares
3.46% of the 13F portfolio, value $2,708,467.
13F-HR 0002056336-26-000002 filed by Yoffe Investment Management, 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 8,078 sharesChange vs previous 13F -830 shares
3.45% of the 13F portfolio, value $2,651,110.
13F-HR 0002056336-25-000005 filed by Yoffe Investment Management, 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 8,908 sharesChange vs previous 13F 0 shares
3.7% of the 13F portfolio, value $2,707,550.
13F-HR 0002056336-25-000003 filed by Yoffe Investment Management, 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 8,908 sharesChange vs previous 13F 0 shares
3.6% of the 13F portfolio, value $2,448,403.
13F-HR 0001172661-25-001503 filed by Yoffe Investment Management, 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/A 8,908 sharesChange vs previous 13F not available
3.83% of the 13F portfolio, value $2,581,763.
13F-HR/A 0001172661-25-001342 filed by Yoffe Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).