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Householder Group Estate & Retirement Specialist, LLC: VTV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Householder Group Estate & Retirement Specialist, LLC on VTV, newest first. How the timeline and the estimate are built.

Householder Group Estate & Retirement Specialist, LLC held 1,437 VTV shares at 2024-12-31 per its 13F-HR filed 2025-01-15.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 1,437 shares
    Change vs previous 13F -7,754 shares

    0.18% of the 13F portfolio, value $243,000.

    13F-HR 0001881590-25-000001 filed by Householder Group Estate & Retirement Specialist, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 9,191 shares
    Change vs previous 13F -963 shares

    0.47% of the 13F portfolio, value $1,604,000.

    13F-HR 0001881590-24-000005 filed by Householder Group Estate & Retirement Specialist, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 10,154 shares
    Change vs previous 13F +88 shares

    0.46% of the 13F portfolio, value $1,628,000.

    13F-HR 0001881590-24-000003 filed by Householder Group Estate & Retirement Specialist, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 10,066 shares
    Change vs previous 13F -2,125 shares

    0.49% of the 13F portfolio, value $1,639,490.

    13F-HR 0001881590-24-000002 filed by Householder Group Estate & Retirement Specialist, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 12,191 shares
    Change vs previous 13F +583 shares

    0.6% of the 13F portfolio, value $1,822,000.

    13F-HR 0001881590-24-000001 filed by Householder Group Estate & Retirement Specialist, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 11,608 shares
    Change vs previous 13F -3,015 shares

    0.58% of the 13F portfolio, value $1,601,176.

    13F-HR 0001881590-23-000005 filed by Householder Group Estate & Retirement Specialist, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 14,623 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,020,000.

    13F-HR 0001881590-23-000002 filed by Householder Group Estate & Retirement Specialist, LLC
    Filed (acceptance time not in the bulk data set), ingested

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