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Disclosery

Affiance Financial, LLC: VTV position timeline

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

Affiance Financial, LLC held 108,012 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,012 shares
    Change vs previous 13F +4,452 shares

    3.39% of the 13F portfolio, value $23,539,085.

    13F-HR 0001723681-26-000004 filed by Affiance Financial, 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 103,560 shares
    Change vs previous 13F +14,405 shares

    3.3% of the 13F portfolio, value $20,318,507.

    13F-HR 0001723681-26-000003 filed by Affiance Financial, 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 89,155 shares
    Change vs previous 13F +9,925 shares

    2.74% of the 13F portfolio, value $17,027,726.

    13F-HR 0001723681-26-000001 filed by Affiance Financial, 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 79,230 shares
    Change vs previous 13F +5,983 shares

    2.69% of the 13F portfolio, value $14,775,761.

    13F-HR 0001085146-25-005939 filed by Affiance Financial, 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 73,247 shares
    Change vs previous 13F +8,018 shares

    2.63% of the 13F portfolio, value $12,945,805.

    13F-HR 0001085146-25-003718 filed by Affiance Financial, 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 65,229 shares
    Change vs previous 13F +4,701 shares

    2.62% of the 13F portfolio, value $11,267,786.

    13F-HR 0001085146-25-001968 filed by Affiance Financial, 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 60,528 shares
    Change vs previous 13F +4,248 shares

    2.45% of the 13F portfolio, value $10,247,495.

    13F-HR 0001085146-25-000379 filed by Affiance Financial, 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 56,280 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $9,824,887.

    13F-HR 0001085146-24-004844 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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