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Disclosery

EdgeRock Capital LLC: VTV position timeline

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

EdgeRock Capital LLC held 72,356 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,356 shares
    Change vs previous 13F +1,850 shares

    3.57% of the 13F portfolio, value $15,768,472.

    13F-HR 0001908378-26-000004 filed by EdgeRock Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 70,506 shares
    Change vs previous 13F +10,736 shares

    3.75% of the 13F portfolio, value $13,845,649.

    13F-HR 0001908378-26-000003 filed by EdgeRock Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 59,770 shares
    Change vs previous 13F -3,283 shares

    3.04% of the 13F portfolio, value $11,415,144.

    13F-HR 0001908378-26-000001 filed by EdgeRock Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 63,053 shares
    Change vs previous 13F -41,389 shares

    3.27% of the 13F portfolio, value $11,758,687.

    13F-HR 0001908378-25-000008 filed by EdgeRock Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 104,442 shares
    Change vs previous 13F not available

    5.85% of the 13F portfolio, value $18,482,262.

    13F-HR 0001908378-25-000003 filed by EdgeRock Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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