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Antonelli Financial Advisors, LLC: VTV position timeline

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

Antonelli Financial Advisors, LLC held 95,452 VTV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 95,452 shares
    Change vs previous 13F -16,063 shares

    14.92% of the 13F portfolio, value $20,626,000.

    13F-HR 0002055364-26-000008 filed by Antonelli Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 111,515 shares
    Change vs previous 13F -33,349 shares

    16.66% of the 13F portfolio, value $24,302,000.

    13F-HR 0002055364-26-000006 filed by Antonelli Financial 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 ended2026-03-31
    13F 144,864 shares
    Change vs previous 13F +6,423 shares

    19.64% of the 13F portfolio, value $28,422,000.

    13F-HR 0002055364-26-000004 filed by Antonelli Financial 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 ended2025-12-31
    13F 138,441 shares
    Change vs previous 13F +17,328 shares

    17.39% of the 13F portfolio, value $26,441,000.

    13F-HR 0002055364-26-000002 filed by Antonelli Financial 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 ended2025-09-30
    13F 121,113 shares
    Change vs previous 13F +2,643 shares

    15.34% of the 13F portfolio, value $22,586,337.

    13F-HR 0002055364-25-000004 filed by Antonelli Financial 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 ended2025-06-30
    13F 118,470 shares
    Change vs previous 13F +15,439 shares

    15.11% of the 13F portfolio, value $20,938,362.

    13F-HR 0001667731-25-000938 filed by Antonelli Financial 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 ended2025-03-31
    13F 103,031 shares
    Change vs previous 13F +23,650 shares

    14.33% of the 13F portfolio, value $17,797,550.

    13F-HR 0001667731-25-000484 filed by Antonelli Financial 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 ended2024-12-31
    13F 79,381 shares
    Change vs previous 13F not available

    11.36% of the 13F portfolio, value $13,439,179.

    13F-HR 0001667731-25-000237 filed by Antonelli Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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