Skip to content
Disclosery

DOPKINS WEALTH MANAGEMENT, LLC: VTV position timeline

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

DOPKINS WEALTH MANAGEMENT, LLC held 0 VTV shares at 2025-06-30 per its 13F-HR filed 2025-07-17.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -1,170 shares

    13F-HR 0001904152-25-000004 filed by DOPKINS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 1,170 shares
    Change vs previous 13F -14 shares

    0.1% of the 13F portfolio, value $202,055.

    13F-HR 0001904152-25-000002 filed by DOPKINS 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 ended2024-12-31
    13F 1,184 shares
    Change vs previous 13F -1,229 shares

    0.1% of the 13F portfolio, value $200,402.

    13F-HR 0001904152-25-000001 filed by DOPKINS 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 ended2024-09-30
    13F 2,413 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $421,186.

    13F-HR 0001904152-24-000005 filed by DOPKINS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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