Charis Legacy Partners, LLC: VTV position timeline

Charis Legacy Partners, LLC held 7,320 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 7,320 shares

   Change vs previous 13F -419 shares

   1.96% of the 13F portfolio, value $1,595,316.

   13F-HR 0001754960-26-000458 filed by Charis Legacy Partners, LLC
   Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 7,739 shares

   Change vs previous 13F -513 shares

   2.22% of the 13F portfolio, value $1,518,488.

   13F-HR 0001754960-26-000210 filed by Charis Legacy Partners, LLC
   Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 8,252 shares

   Change vs previous 13F -1,493 shares

   2.33% of the 13F portfolio, value $1,576,103.

   13F-HR 0001754960-26-000015 filed by Charis Legacy Partners, LLC
   Filed 2026-01-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 9,745 shares

   Change vs previous 13F +38 shares

   2.71% of the 13F portfolio, value $1,817,280.

   13F-HR 0001754960-25-000643 filed by Charis Legacy Partners, LLC
   Filed 2025-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 9,707 shares

   Change vs previous 13F +85 shares

   2.83% of the 13F portfolio, value $1,715,585.

   13F-HR 0001754960-25-000325 filed by Charis Legacy Partners, LLC
   Filed 2025-07-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 9,622 shares

   Change vs previous 13F +98 shares

   3.15% of the 13F portfolio, value $1,662,075.

   13F-HR 0001754960-25-000193 filed by Charis Legacy Partners, LLC
   Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 9,524 shares

   Change vs previous 13F not available

   3.29% of the 13F portfolio, value $1,612,437.

   13F-HR 0001754960-25-000142 filed by Charis Legacy Partners, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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