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Disclosery

Align Financial, LLC: VTV position timeline

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

Align Financial, LLC held 55,967 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,967 shares
    Change vs previous 13F -387 shares

    6.05% of the 13F portfolio, value $12,196,888.

    13F-HR 0002089183-26-000003 filed by Align 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 56,354 shares
    Change vs previous 13F -11,090,013 shares

    6.28% of the 13F portfolio, value $11,056,655.

    13F-HR 0002089183-26-000002 filed by Align 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 11,146,367 shares
    Change vs previous 13F not available

    7.99% of the 13F portfolio, value $11,146,367.

    13F-HR 0002089183-26-000001 filed by Align Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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