Position in VTS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$15,533
-$2,354 QoQ
Shares Held
985
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#145
of 232 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VTS Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 20261 NORTH WEALTH SERVICES LLC holds $25,929 across 2 Oil & Gas E&P names. VTS ranks #1 (59.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTS |
Vitesse Energy, Inc.
This page
|
985 | $15,533 | |
| 2 | COP |
Conocophillips
|
100 | $10,396 |
All Filings in VTS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,533 | 985 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $17,887 | 985 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $18,971 | 985 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $22,881 | 985 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $21,758 | 985 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $24,221 | 985 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||