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BOK Financial Private Wealth, Inc.: VTV position timeline

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

BOK Financial Private Wealth, Inc. held 582,494 VTV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 582,494 shares
    Change vs previous 13F +4,704 shares

    6.51% of the 13F portfolio, value $126,943,025.

    13F-HR 0001317348-26-000003 filed by BOK Financial Private Wealth, Inc.
    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 577,790 shares
    Change vs previous 13F +490 shares

    6.85% of the 13F portfolio, value $113,362,348.

    13F-HR 0001317348-26-000002 filed by BOK Financial Private Wealth, Inc.
    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 577,300 shares
    Change vs previous 13F -5,956 shares

    6.75% of the 13F portfolio, value $110,258,511.

    13F-HR 0001317348-26-000001 filed by BOK Financial Private Wealth, Inc.
    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 583,256 shares
    Change vs previous 13F +4,417 shares

    6.88% of the 13F portfolio, value $109,312,391.

    13F-HR 0001317348-25-000007 filed by BOK Financial Private Wealth, Inc.
    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 578,839 shares
    Change vs previous 13F +2,591 shares

    6.86% of the 13F portfolio, value $102,860,230.

    13F-HR 0001317348-25-000004 filed by BOK Financial Private Wealth, Inc.
    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 576,248 shares
    Change vs previous 13F +2,800 shares

    7.48% of the 13F portfolio, value $99,541,154.

    13F-HR 0001317348-25-000002 filed by BOK Financial Private Wealth, Inc.
    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 573,448 shares
    Change vs previous 13F +21,429 shares

    7.05% of the 13F portfolio, value $97,084,740.

    13F-HR 0001317348-25-000001 filed by BOK Financial Private Wealth, Inc.
    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 552,019 shares
    Change vs previous 13F not available

    6.98% of the 13F portfolio, value $96,365,909.

    13F-HR 0001317348-24-000004 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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