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Certus Wealth Management, LLC: VTV position timeline

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

Certus Wealth Management, LLC held 36,071 VTV shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 36,071 shares
    Change vs previous 13F +1,711 shares

    4.03% of the 13F portfolio, value $6,726,881.

    13F-HR 0001765380-25-000447 filed by Certus 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 ended2025-06-30
    13F 34,360 shares
    Change vs previous 13F +27,088 shares

    3.91% of the 13F portfolio, value $6,072,786.

    13F-HR 0001765380-25-000265 filed by Certus 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 ended2025-03-31
    13F 7,272 shares
    Change vs previous 13F +275 shares

    0.85% of the 13F portfolio, value $1,247,439.

    13F-HR 0001765380-25-000223 filed by Certus 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 ended2024-12-31
    13F 6,997 shares
    Change vs previous 13F -134 shares

    0.83% of the 13F portfolio, value $1,237,419.

    13F-HR 0001765380-25-000072 filed by Certus 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 ended2024-09-30
    13F 7,131 shares
    Change vs previous 13F -14,680 shares

    0.87% of the 13F portfolio, value $1,244,859.

    13F-HR 0001765380-24-000435 filed by Certus 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 ended2024-06-30
    13F 21,811 shares
    Change vs previous 13F -1,069 shares

    2.66% of the 13F portfolio, value $3,498,703.

    13F-HR 0001765380-24-000261 filed by Certus 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 ended2024-03-31
    13F 22,880 shares
    Change vs previous 13F +16,025 shares

    2.87% of the 13F portfolio, value $3,609,549.

    13F-HR 0001765380-24-000188 filed by Certus 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 ended2023-12-31
    13F/A 6,855 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,024,823.

    13F-HR/A 0001765380-24-000101 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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