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Disclosery

L.K. Benson & Company, P.C.: VTV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L.K. Benson & Company, P.C. on VTV, newest first. How the timeline and the estimate are built.

L.K. Benson & Company, P.C. held 16,085 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,085 shares
    Change vs previous 13F +153 shares

    1.06% of the 13F portfolio, value $3,505,219.

    13F-HR 0002055235-26-000004 filed by L.K. Benson & Company, P.C.
    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 15,932 shares
    Change vs previous 13F -394 shares

    1.03% of the 13F portfolio, value $3,126,045.

    13F-HR 0002055235-26-000002 filed by L.K. Benson & Company, P.C.
    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 16,326 shares
    Change vs previous 13F -366 shares

    1.56% of the 13F portfolio, value $3,118,255.

    13F-HR 0002055235-26-000001 filed by L.K. Benson & Company, P.C.
    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 16,692 shares
    Change vs previous 13F -1,585 shares

    1.68% of the 13F portfolio, value $3,112,963.

    13F-HR 0002055235-25-000002 filed by L.K. Benson & Company, P.C.
    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 18,277 shares
    Change vs previous 13F -234 shares

    1.98% of the 13F portfolio, value $3,230,415.

    13F-HR 0001085146-25-004077 filed by L.K. Benson & Company, P.C.
    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 18,511 shares
    Change vs previous 13F -1,721 shares

    2.21% of the 13F portfolio, value $3,197,724.

    13F-HR 0001085146-25-002346 filed by L.K. Benson & Company, P.C.
    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 20,232 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $3,425,323.

    13F-HR 0001085146-25-000955 filed by L.K. Benson & Company, P.C.
    Filed (acceptance time not in the bulk data set), ingested

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