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Hartmann Taylor Wealth Management, LLC: VTV position timeline

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

Hartmann Taylor Wealth Management, LLC held 108,850 VTV shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 108,850 shares
    Change vs previous 13F +2,405 shares

    13.2% of the 13F portfolio, value $23,520,251.

    13F-HR 0002058267-26-000005 filed by Hartmann Taylor Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 106,445 shares
    Change vs previous 13F -60 shares

    13.83% of the 13F portfolio, value $20,884,508.

    13F-HR 0002058267-26-000003 filed by Hartmann Taylor 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 ended2026-03-31
    13F 106,505 shares
    Change vs previous 13F +3,050 shares

    13.82% of the 13F portfolio, value $20,896,280.

    13F-HR 0002058267-26-000002 filed by Hartmann Taylor 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 ended2025-12-31
    13F 103,455 shares
    Change vs previous 13F +3,900 shares

    13.34% of the 13F portfolio, value $19,758,951.

    13F-HR 0002058267-26-000001 filed by Hartmann Taylor 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 ended2025-09-30
    13F 99,555 shares
    Change vs previous 13F +3,472 shares

    13.33% of the 13F portfolio, value $18,565,924.

    13F-HR 0002058267-25-000007 filed by Hartmann Taylor 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 ended2025-06-30
    13F 96,083 shares
    Change vs previous 13F +7,324 shares

    14.14% of the 13F portfolio, value $16,981,787.

    13F-HR 0002035533-25-000004 filed by Hartmann Taylor 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 ended2025-03-31
    13F 88,759 shares
    Change vs previous 13F not available

    13.74% of the 13F portfolio, value $15,332,176.

    13F-HR 0002058267-25-000003 filed by Hartmann Taylor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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