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Disclosery

Bell Bank: VTV position timeline

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

Bell Bank held 1,588,925 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,588,925 shares
    Change vs previous 13F -36,772 shares

    13.21% of the 13F portfolio, value $346,274,425.

    13F-HR 0001062993-26-003684 filed by Bell Bank
    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 1,625,697 shares
    Change vs previous 13F +21,612 shares

    13.52% of the 13F portfolio, value $318,961,752.

    13F-HR 0001062993-26-002112 filed by Bell Bank
    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 1,604,085 shares
    Change vs previous 13F +147,681 shares

    13.09% of the 13F portfolio, value $306,364,194.

    13F-HR 0001062993-26-000244 filed by Bell Bank
    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 1,456,404 shares
    Change vs previous 13F +47,255 shares

    11.76% of the 13F portfolio, value $271,604,782.

    13F-HR 0001062993-25-016244 filed by Bell Bank
    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 1,409,149 shares
    Change vs previous 13F +175,941 shares

    11.61% of the 13F portfolio, value $249,052,994.

    13F-HR 0001062993-25-012735 filed by Bell Bank
    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 1,233,208 shares
    Change vs previous 13F not available

    11.5% of the 13F portfolio, value $213,024,350.

    13F-HR 0001062993-25-007666 filed by Bell Bank
    Filed (acceptance time not in the bulk data set), ingested

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