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Forza Wealth Management, LLC: VTV position timeline

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

Forza Wealth Management, LLC held 14,982 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,982 shares
    Change vs previous 13F -55 shares

    1% of the 13F portfolio, value $3,265,027.

    13F-HR 0001963030-26-000003 filed by Forza Wealth Management, 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 15,037 shares
    Change vs previous 13F +1,035 shares

    1.03% of the 13F portfolio, value $2,950,259.

    13F-HR 0001963030-26-000002 filed by Forza 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 ended2025-12-31
    13F 14,002 shares
    Change vs previous 13F +20 shares

    0.97% of the 13F portfolio, value $2,674,242.

    13F-HR 0001963030-26-000001 filed by Forza 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 ended2025-09-30
    13F 13,982 shares
    Change vs previous 13F 0 shares

    1% of the 13F portfolio, value $2,607,503.

    13F-HR 0001963030-25-000012 filed by Forza Wealth Management, 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 13,982 shares
    Change vs previous 13F -5,295 shares

    1.01% of the 13F portfolio, value $2,471,179.

    13F-HR 0001963030-25-000005 filed by Forza Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 19,277 shares
    Change vs previous 13F +1,810 shares

    1.5% of the 13F portfolio, value $3,329,909.

    13F-HR 0001963030-25-000003 filed by Forza Wealth Management, LLC
    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 17,467 shares
    Change vs previous 13F +642 shares

    1.35% of the 13F portfolio, value $2,957,163.

    13F-HR 0001963030-25-000001 filed by Forza Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 16,825 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $2,937,140.

    13F-HR 0001963030-24-000006 filed by Forza Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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