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HOGE FINANCIAL SERVICES, LLC: VTV position timeline

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

HOGE FINANCIAL SERVICES, LLC held 66,802 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,802 shares
    Change vs previous 13F -283 shares

    6.97% of the 13F portfolio, value $14,558,154.

    13F-HR 0001989834-26-000004 filed by HOGE FINANCIAL SERVICES, 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 67,085 shares
    Change vs previous 13F +611 shares

    7.05% of the 13F portfolio, value $13,162,113.

    13F-HR 0001989834-26-000002 filed by HOGE FINANCIAL SERVICES, 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 66,474 shares
    Change vs previous 13F +3,078 shares

    6.84% of the 13F portfolio, value $12,695,795.

    13F-HR 0001989834-26-000001 filed by HOGE FINANCIAL SERVICES, 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 63,396 shares
    Change vs previous 13F +507 shares

    6.78% of the 13F portfolio, value $11,822,847.

    13F-HR 0001989834-25-000007 filed by HOGE FINANCIAL SERVICES, 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 62,889 shares
    Change vs previous 13F +5,583 shares

    6.92% of the 13F portfolio, value $11,134,785.

    13F-HR 0001989834-25-000006 filed by HOGE FINANCIAL SERVICES, 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 57,306 shares
    Change vs previous 13F +2,578 shares

    6.92% of the 13F portfolio, value $9,899,115.

    13F-HR 0001989834-25-000002 filed by HOGE FINANCIAL SERVICES, 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 54,728 shares
    Change vs previous 13F +2,859 shares

    6.79% of the 13F portfolio, value $9,265,408.

    13F-HR 0001989834-25-000001 filed by HOGE FINANCIAL SERVICES, 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 51,869 shares
    Change vs previous 13F not available

    6.82% of the 13F portfolio, value $9,054,813.

    13F-HR 0001989834-24-000004 filed by HOGE FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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