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AJ Advisors, LLC: VTV position timeline

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

AJ Advisors, LLC held 82,596 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,596 shares
    Change vs previous 13F +1,916 shares

    5.59% of the 13F portfolio, value $18,000,056.

    13F-HR 0001951167-26-000004 filed by AJ Advisors, 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 80,680 shares
    Change vs previous 13F +1,555 shares

    5.87% of the 13F portfolio, value $15,829,455.

    13F-HR 0001951167-26-000003 filed by AJ Advisors, 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 79,125 shares
    Change vs previous 13F +3,694 shares

    5.58% of the 13F portfolio, value $15,112,020.

    13F-HR 0001951167-26-000001 filed by AJ Advisors, 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 75,431 shares
    Change vs previous 13F +2,277 shares

    5.76% of the 13F portfolio, value $14,067,115.

    13F-HR 0001951167-25-000002 filed by AJ Advisors, 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 73,154 shares
    Change vs previous 13F +2,959 shares

    5.75% of the 13F portfolio, value $12,929,220.

    13F-HR 0001085146-25-004720 filed by AJ Advisors, 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 70,195 shares
    Change vs previous 13F +1,644 shares

    6.21% of the 13F portfolio, value $12,125,404.

    13F-HR 0001085146-25-002649 filed by AJ Advisors, 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 68,551 shares
    Change vs previous 13F +1,229 shares

    6.02% of the 13F portfolio, value $11,605,702.

    13F-HR 0001085146-25-000446 filed by AJ Advisors, 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 67,322 shares
    Change vs previous 13F not available

    6.03% of the 13F portfolio, value $11,752,351.

    13F-HR 0001085146-24-005249 filed by AJ Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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