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Councilor Wealth, LLC: VTV position timeline

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

Councilor Wealth, LLC held 45,746 VTV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 45,746 shares
    Change vs previous 13F +2,838 shares

    4.07% of the 13F portfolio, value $9,884,885.

    13F-HR 0001172661-26-004454 filed by Councilor Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 42,908 shares
    Change vs previous 13F +3,454 shares

    3.78% of the 13F portfolio, value $9,351,101.

    13F-HR 0001172661-26-002707 filed by Councilor Wealth, 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 39,454 shares
    Change vs previous 13F +6,160 shares

    3.76% of the 13F portfolio, value $7,740,909.

    13F-HR 0001172661-26-001795 filed by Councilor Wealth, 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 33,294 shares
    Change vs previous 13F +5,720 shares

    3% of the 13F portfolio, value $6,358,944.

    13F-HR 0001172661-26-000354 filed by Councilor Wealth, 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 27,574 shares
    Change vs previous 13F +3,086 shares

    2.38% of the 13F portfolio, value $5,142,351.

    13F-HR 0001172661-25-004615 filed by Councilor Wealth, 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 24,488 shares
    Change vs previous 13F -531 shares

    2.02% of the 13F portfolio, value $4,328,172.

    13F-HR 0001172661-25-002765 filed by Councilor Wealth, 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 25,019 shares
    Change vs previous 13F +1,259 shares

    2.16% of the 13F portfolio, value $4,321,932.

    13F-HR 0001172661-25-001499 filed by Councilor Wealth, 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 23,760 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $4,022,701.

    13F-HR 0001172661-25-000598 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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