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FIDUCIARY ADVISORS, INC.: VTV position timeline

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

FIDUCIARY ADVISORS, INC. held 33,320 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 33,320 shares
    Change vs previous 13F +1,401 shares

    4.89% of the 13F portfolio, value $7,261,510.

    13F-HR 0002047030-26-000003 filed by FIDUCIARY ADVISORS, INC.
    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 31,919 shares
    Change vs previous 13F -939 shares

    4.71% of the 13F portfolio, value $6,262,461.

    13F-HR 0002047030-26-000002 filed by FIDUCIARY ADVISORS, INC.
    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 32,858 shares
    Change vs previous 13F +469 shares

    4.77% of the 13F portfolio, value $6,275,461.

    13F-HR 0002047030-26-000001 filed by FIDUCIARY ADVISORS, INC.
    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 32,389 shares
    Change vs previous 13F +2,744 shares

    4.88% of the 13F portfolio, value $6,040,205.

    13F-HR 0002047030-25-000010 filed by FIDUCIARY ADVISORS, INC.
    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 29,645 shares
    Change vs previous 13F +114 shares

    4.61% of the 13F portfolio, value $5,239,372.

    13F-HR 0002047030-25-000007 filed by FIDUCIARY ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 29,531 shares
    Change vs previous 13F +162 shares

    5.04% of the 13F portfolio, value $5,101,129.

    13F-HR 0002047030-25-000004 filed by FIDUCIARY ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 29,369 shares
    Change vs previous 13F not available

    5% of the 13F portfolio, value $4,972,219.

    13F-HR 0002047030-25-000002 filed by FIDUCIARY ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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