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CBIZ Investment Advisory Services, LLC: VTV position timeline

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

CBIZ Investment Advisory Services, LLC held 2,701,704 VTV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,701,704 shares
    Change vs previous 13F 0 shares

    19.38% of the 13F portfolio, value $530,074,245.

    13F-HR 0001795934-26-000006 filed by CBIZ Investment Advisory Services, 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 2,701,704 shares
    Change vs previous 13F +592,200 shares

    19.38% of the 13F portfolio, value $530,074,245.

    13F-HR 0001795934-26-000002 filed by CBIZ Investment Advisory Services, 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 2,109,504 shares
    Change vs previous 13F +33,241 shares

    15.24% of the 13F portfolio, value $402,894,197.

    13F-HR 0001795934-26-000001 filed by CBIZ Investment Advisory Services, 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 2,076,263 shares
    Change vs previous 13F +19,728 shares

    15.16% of the 13F portfolio, value $387,293,086.

    13F-HR 0001795934-25-000006 filed by CBIZ Investment Advisory Services, 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 2,056,535 shares
    Change vs previous 13F +53,682 shares

    16.1% of the 13F portfolio, value $363,561,234.

    13F-HR 0001795934-25-000005 filed by CBIZ Investment Advisory Services, 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/A 2,002,853 shares
    Change vs previous 13F +34,061 shares

    16.94% of the 13F portfolio, value $345,972,840.

    13F-HR/A 0001795934-25-000004 filed by CBIZ Investment Advisory Services, 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 1,968,792 shares
    Change vs previous 13F +74,958 shares

    16.63% of the 13F portfolio, value $333,315,447.

    13F-HR 0001795934-25-000001 filed by CBIZ Investment Advisory Services, 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 1,893,834 shares
    Change vs previous 13F not available

    17.17% of the 13F portfolio, value $330,606,724.

    13F-HR 0001795934-24-000008 filed by CBIZ Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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