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Disclosery

Glassman Wealth Services: VV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Glassman Wealth Services on VV, newest first. How the timeline and the estimate are built.

Glassman Wealth Services held 15,643 VV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,643 shares
    Change vs previous 13F -98 shares

    0.64% of the 13F portfolio, value $5,379,677.

    13F-HR 0001642160-26-000005 filed by Glassman Wealth Services
    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 15,741 shares
    Change vs previous 13F +28 shares

    0.64% of the 13F portfolio, value $4,704,300.

    13F-HR 0001642160-26-000003 filed by Glassman Wealth Services
    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 15,713 shares
    Change vs previous 13F -576 shares

    0.67% of the 13F portfolio, value $4,946,512.

    13F-HR 0001642160-26-000001 filed by Glassman Wealth Services
    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 16,289 shares
    Change vs previous 13F +10,046 shares

    0.7% of the 13F portfolio, value $5,014,580.

    13F-HR 0001642160-25-000008 filed by Glassman Wealth Services
    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 6,243 shares
    Change vs previous 13F -33 shares

    0.27% of the 13F portfolio, value $1,780,988.

    13F-HR 0001642160-25-000007 filed by Glassman Wealth Services
    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 6,276 shares
    Change vs previous 13F +295 shares

    0.27% of the 13F portfolio, value $1,612,994.

    13F-HR 0001642160-25-000003 filed by Glassman Wealth Services
    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 5,981 shares
    Change vs previous 13F -55 shares

    0.27% of the 13F portfolio, value $1,612,943.

    13F-HR 0001642160-25-000002 filed by Glassman Wealth Services
    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 6,036 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,589,089.

    13F-HR 0001642160-24-000006 filed by Glassman Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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