Skip to content
Disclosery

Bridgewealth Advisory Group, LLC: VTV position timeline

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

Bridgewealth Advisory Group, LLC held 128,153 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 128,153 shares
    Change vs previous 13F +12,230 shares

    5.27% of the 13F portfolio, value $27,928,387.

    13F-HR 0001172661-26-002825 filed by Bridgewealth Advisory Group, 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 115,923 shares
    Change vs previous 13F +14,870 shares

    4.72% of the 13F portfolio, value $22,744,207.

    13F-HR 0001172661-26-001987 filed by Bridgewealth Advisory Group, 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 101,053 shares
    Change vs previous 13F +18,227 shares

    4.26% of the 13F portfolio, value $19,300,103.

    13F-HR 0001172661-26-000475 filed by Bridgewealth Advisory Group, 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 82,826 shares
    Change vs previous 13F +7,044 shares

    3.58% of the 13F portfolio, value $15,446,221.

    13F-HR 0001172661-25-004388 filed by Bridgewealth Advisory Group, 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 75,782 shares
    Change vs previous 13F +55,374 shares

    3.4% of the 13F portfolio, value $13,393,749.

    13F-HR 0001172661-25-002862 filed by Bridgewealth Advisory Group, 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 20,408 shares
    Change vs previous 13F -28,776 shares

    4.63% of the 13F portfolio, value $3,525,265.

    13F-HR 0001172661-25-001724 filed by Bridgewealth Advisory Group, 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 49,184 shares
    Change vs previous 13F +19,999 shares

    2.47% of the 13F portfolio, value $8,744,020.

    13F-HR 0001172661-25-001257 filed by Bridgewealth Advisory Group, 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 29,185 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $5,094,876.

    13F-HR 0001172661-24-004645 filed by Bridgewealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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