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GOLDEN ROAD ADVISORS LLC: VTV position timeline

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

GOLDEN ROAD ADVISORS LLC held 220,555 VTV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 220,555 shares
    Change vs previous 13F +1,994 shares

    23.31% of the 13F portfolio, value $48,065,452.

    13F-HR 0001951757-26-001153 filed by GOLDEN ROAD ADVISORS 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 218,561 shares
    Change vs previous 13F -388 shares

    24.7% of the 13F portfolio, value $42,881,612.

    13F-HR 0001951757-26-000755 filed by GOLDEN ROAD 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 ended2025-12-31
    13F 218,949 shares
    Change vs previous 13F +8,203 shares

    23.81% of the 13F portfolio, value $41,817,032.

    13F-HR 0001951757-26-000333 filed by GOLDEN ROAD 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 ended2025-09-30
    13F 210,746 shares
    Change vs previous 13F +7,047 shares

    22.75% of the 13F portfolio, value $39,301,841.

    13F-HR 0001951757-25-001325 filed by GOLDEN ROAD 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 ended2025-06-30
    13F 203,699 shares
    Change vs previous 13F +9,159 shares

    23.94% of the 13F portfolio, value $36,001,636.

    13F-HR 0001951757-25-001016 filed by GOLDEN ROAD 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 ended2025-03-31
    13F 194,540 shares
    Change vs previous 13F +5,266 shares

    26.24% of the 13F portfolio, value $33,604,728.

    13F-HR 0001951757-25-000381 filed by GOLDEN ROAD 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 ended2024-12-31
    13F 189,274 shares
    Change vs previous 13F +9,063 shares

    24.24% of the 13F portfolio, value $32,043,961.

    13F-HR 0001951757-25-000143 filed by GOLDEN ROAD 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 ended2024-09-30
    13F 180,211 shares
    Change vs previous 13F not available

    24.64% of the 13F portfolio, value $31,459,236.

    13F-HR 0001951757-24-001133 filed by GOLDEN ROAD ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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