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Frisch Financial Group, Inc.: VTV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Frisch Financial Group, Inc. on VTV, newest first. How the timeline and the estimate are built.

Frisch Financial Group, Inc. held 221,651 VTV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 221,651 shares
    Change vs previous 13F +28,918 shares

    8.29% of the 13F portfolio, value $48,304,499.

    13F-HR 0001767730-26-000004 filed by Frisch Financial Group, 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 192,733 shares
    Change vs previous 13F +45,809 shares

    7.91% of the 13F portfolio, value $37,814,223.

    13F-HR 0001767730-26-000003 filed by Frisch Financial Group, 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 146,924 shares
    Change vs previous 13F +4,339 shares

    6.29% of the 13F portfolio, value $28,060,940.

    13F-HR 0001767730-26-000001 filed by Frisch Financial Group, 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 142,585 shares
    Change vs previous 13F +10,132 shares

    6.22% of the 13F portfolio, value $26,725,126.

    13F-HR 0001767730-25-000007 filed by Frisch Financial Group, 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 132,453 shares
    Change vs previous 13F +18,289 shares

    5.76% of the 13F portfolio, value $23,537,000.

    13F-HR 0001767730-25-000005 filed by Frisch Financial Group, 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 114,164 shares
    Change vs previous 13F +3,259 shares

    5.53% of the 13F portfolio, value $19,721,000.

    13F-HR 0001767730-25-000004 filed by Frisch Financial Group, 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 110,905 shares
    Change vs previous 13F -20,840 shares

    5.68% of the 13F portfolio, value $18,776,000.

    13F-HR 0001767730-25-000001 filed by Frisch Financial Group, Inc.
    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 131,745 shares
    Change vs previous 13F not available

    6.92% of the 13F portfolio, value $22,999,000.

    13F-HR 0001767730-24-000005 filed by Frisch Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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