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Emergent Wealth Advisors, LLC: VTV position timeline

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

Emergent Wealth Advisors, LLC held 39,347 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 39,347 shares
    Change vs previous 13F +1,101 shares

    4.45% of the 13F portfolio, value $8,502,065.

    13F-HR 0001754960-26-000827 filed by Emergent Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 38,246 shares
    Change vs previous 13F +2,346 shares

    4.34% of the 13F portfolio, value $8,350,564.

    13F-HR 0001754960-26-000491 filed by Emergent Wealth Advisors, 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 35,900 shares
    Change vs previous 13F +10,846 shares

    4.16% of the 13F portfolio, value $7,043,540.

    13F-HR 0001754960-26-000207 filed by Emergent Wealth Advisors, 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 25,054 shares
    Change vs previous 13F +1,954 shares

    2.69% of the 13F portfolio, value $4,785,095.

    13F-HR 0001754960-26-000055 filed by Emergent Wealth Advisors, 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 23,100 shares
    Change vs previous 13F +911 shares

    2.51% of the 13F portfolio, value $4,323,006.

    13F-HR 0001754960-25-000736 filed by Emergent Wealth Advisors, 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 22,189 shares
    Change vs previous 13F +485 shares

    2.57% of the 13F portfolio, value $4,021,646.

    13F-HR 0001754960-25-000735 filed by Emergent Wealth Advisors, 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 21,704 shares
    Change vs previous 13F +1,634 shares

    2.72% of the 13F portfolio, value $3,749,078.

    13F-HR 0001754960-25-000734 filed by Emergent Wealth Advisors, 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 20,070 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $3,397,838.

    13F-HR 0001754960-25-000733 filed by Emergent Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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