Skip to content
Disclosery

BROWN WEALTH MANAGEMENT, LLC: VTV position timeline

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

BROWN WEALTH MANAGEMENT, LLC held 105,387 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 105,387 shares
    Change vs previous 13F +6,712 shares

    5.14% of the 13F portfolio, value $22,966,916.

    13F-HR 0001104659-26-084985 filed by BROWN WEALTH MANAGEMENT, 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 98,675 shares
    Change vs previous 13F +8,065 shares

    4.97% of the 13F portfolio, value $19,360,069.

    13F-HR 0001104659-26-041337 filed by BROWN WEALTH MANAGEMENT, 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 90,610 shares
    Change vs previous 13F -97,342 shares

    4.55% of the 13F portfolio, value $17,305,583.

    13F-HR 0001104659-26-011332 filed by BROWN WEALTH MANAGEMENT, 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 187,952 shares
    Change vs previous 13F +7,023 shares

    9.84% of the 13F portfolio, value $35,051,196.

    13F-HR 0001104659-25-106232 filed by BROWN WEALTH MANAGEMENT, 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 180,929 shares
    Change vs previous 13F +404 shares

    9.93% of the 13F portfolio, value $31,977,304.

    13F-HR 0001104659-25-076161 filed by BROWN WEALTH MANAGEMENT, 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 180,525 shares
    Change vs previous 13F +16,692 shares

    10.72% of the 13F portfolio, value $31,183,803.

    13F-HR 0001104659-25-045390 filed by BROWN WEALTH MANAGEMENT, 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 163,833 shares
    Change vs previous 13F +1,200 shares

    9.83% of the 13F portfolio, value $27,736,854.

    13F-HR 0001104659-25-013070 filed by BROWN WEALTH MANAGEMENT, 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 162,633 shares
    Change vs previous 13F not available

    10.25% of the 13F portfolio, value $28,390,855.

    13F-HR 0001104659-24-118521 filed by BROWN WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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