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Disclosery

InvesTrust: VTV position timeline

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

InvesTrust held 6,057 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,057 shares
    Change vs previous 13F -7 shares

    0.51% of the 13F portfolio, value $1,320,002.

    13F-HR 0002050848-26-000003 filed by InvesTrust
    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 6,064 shares
    Change vs previous 13F +541 shares

    0.5% of the 13F portfolio, value $1,189,756.

    13F-HR 0002050848-26-000002 filed by InvesTrust
    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 5,523 shares
    Change vs previous 13F +195 shares

    0.41% of the 13F portfolio, value $1,054,837.

    13F-HR 0002050848-26-000001 filed by InvesTrust
    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 5,328 shares
    Change vs previous 13F +60 shares

    0.36% of the 13F portfolio, value $993,618.

    13F-HR 0002050848-25-000007 filed by InvesTrust
    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 5,268 shares
    Change vs previous 13F -716 shares

    0.36% of the 13F portfolio, value $931,066.

    13F-HR 0002050848-25-000003 filed by InvesTrust
    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 5,984 shares
    Change vs previous 13F +174 shares

    0.28% of the 13F portfolio, value $1,033,676.

    13F-HR 0002050848-25-000002 filed by InvesTrust
    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 5,810 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $981,541.

    13F-HR 0002050848-25-000001 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

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