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Bruce G. Allen Investments, LLC: VTV position timeline

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

Bruce G. Allen Investments, LLC held 81,761 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,761 shares
    Change vs previous 13F -6,050 shares

    11.35% of the 13F portfolio, value $17,818,236.

    13F-HR 0001986152-26-000096 filed by Bruce G. Allen Investments, 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 87,811 shares
    Change vs previous 13F +2,520 shares

    11.27% of the 13F portfolio, value $17,228,607.

    13F-HR 0001986152-26-000079 filed by Bruce G. Allen Investments, 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 85,291 shares
    Change vs previous 13F +8,447 shares

    11.02% of the 13F portfolio, value $16,289,738.

    13F-HR 0001986152-26-000022 filed by Bruce G. Allen Investments, 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 76,844 shares
    Change vs previous 13F +405 shares

    10.27% of the 13F portfolio, value $14,330,613.

    13F-HR 0002005409-25-000006 filed by Bruce G. Allen Investments, 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 76,439 shares
    Change vs previous 13F +4,121 shares

    10.24% of the 13F portfolio, value $13,509,766.

    13F-HR 0002005409-25-000003 filed by Bruce G. Allen Investments, 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 72,318 shares
    Change vs previous 13F +3,905 shares

    9.89% of the 13F portfolio, value $12,492,150.

    13F-HR 0002005409-25-000002 filed by Bruce G. Allen Investments, 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 68,413 shares
    Change vs previous 13F +2,061 shares

    9.4% of the 13F portfolio, value $11,582,311.

    13F-HR 0002005409-25-000001 filed by Bruce G. Allen Investments, 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 66,352 shares
    Change vs previous 13F not available

    9% of the 13F portfolio, value $11,583,089.

    13F-HR 0002005409-24-000005 filed by Bruce G. Allen Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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