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Beacon Bridge Wealth Partners, LLC: VTV position timeline

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

Beacon Bridge Wealth Partners, LLC held 65,893 VTV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,893 shares
    Change vs previous 13F -13,172 shares

    4.09% of the 13F portfolio, value $14,360,020.

    13F-HR 0001765380-26-000277 filed by Beacon Bridge Wealth Partners, 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 79,065 shares
    Change vs previous 13F +2,024 shares

    5.19% of the 13F portfolio, value $15,512,535.

    13F-HR 0001765380-26-000151 filed by Beacon Bridge Wealth Partners, 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 77,041 shares
    Change vs previous 13F +7,052 shares

    4.89% of the 13F portfolio, value $14,714,028.

    13F-HR 0001765380-26-000036 filed by Beacon Bridge Wealth Partners, 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 69,989 shares
    Change vs previous 13F +1,381 shares

    4.64% of the 13F portfolio, value $13,052,286.

    13F-HR 0001765380-25-000438 filed by Beacon Bridge Wealth Partners, 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 68,608 shares
    Change vs previous 13F +3,820 shares

    4.81% of the 13F portfolio, value $12,125,768.

    13F-HR 0001765380-25-000264 filed by Beacon Bridge Wealth Partners, 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 64,788 shares
    Change vs previous 13F +14,193 shares

    4.78% of the 13F portfolio, value $11,191,470.

    13F-HR 0001765380-25-000186 filed by Beacon Bridge Wealth Partners, 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 50,595 shares
    Change vs previous 13F +2,100 shares

    3.64% of the 13F portfolio, value $8,565,793.

    13F-HR 0001765380-25-000037 filed by Beacon Bridge Wealth Partners, 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 48,495 shares
    Change vs previous 13F not available

    3.64% of the 13F portfolio, value $8,465,854.

    13F-HR 0001765380-24-000431 filed by Beacon Bridge Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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