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COLLECTIVE FAMILY OFFICE LLC: VTV position timeline

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

COLLECTIVE FAMILY OFFICE LLC held 64,920 VTV shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 64,920 shares
    Change vs previous 13F -1,511 shares

    2.9% of the 13F portfolio, value $14,027,989.

    13F-HR 0001845066-26-000006 filed by COLLECTIVE FAMILY OFFICE LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 66,431 shares
    Change vs previous 13F +2,265 shares

    2.96% of the 13F portfolio, value $14,477,297.

    13F-HR 0001845066-26-000004 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 64,166 shares
    Change vs previous 13F -791 shares

    2.83% of the 13F portfolio, value $12,589,452.

    13F-HR 0001845066-26-000003 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 64,957 shares
    Change vs previous 13F +1,982 shares

    2.85% of the 13F portfolio, value $12,406,063.

    13F-HR 0001845066-26-000001 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 62,975 shares
    Change vs previous 13F +917 shares

    2.82% of the 13F portfolio, value $11,744,297.

    13F-HR 0001845066-25-000009 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 62,058 shares
    Change vs previous 13F -4,423 shares

    2.82% of the 13F portfolio, value $10,968,090.

    13F-HR 0001845066-25-000007 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 66,481 shares
    Change vs previous 13F +2,267 shares

    3.1% of the 13F portfolio, value $11,483,888.

    13F-HR 0001845066-25-000005 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 64,214 shares
    Change vs previous 13F not available

    2.98% of the 13F portfolio, value $10,871,400.

    13F-HR 0001845066-25-000002 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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