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LBJ Family Wealth Advisors, Ltd.: VTWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LBJ Family Wealth Advisors, Ltd. on VTWV, newest first. How the timeline and the estimate are built.

LBJ Family Wealth Advisors, Ltd. held 14,536 VTWV shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 14,536 shares
    Change vs previous 13F +173 shares

    1.37% of the 13F portfolio, value $2,685,000.

    13F-HR 0001601622-26-000005 filed by LBJ Family Wealth Advisors, Ltd.
    Accepted , ingested

  2. period ended2026-06-30
    13F 14,363 shares
    Change vs previous 13F -87 shares

    1.43% of the 13F portfolio, value $2,803,000.

    13F-HR 0001601622-26-000003 filed by LBJ Family Wealth Advisors, Ltd.
    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 14,450 shares
    Change vs previous 13F +11 shares

    1.38% of the 13F portfolio, value $2,354,000.

    13F-HR 0001601622-26-000002 filed by LBJ Family Wealth Advisors, Ltd.
    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 14,439 shares
    Change vs previous 13F +318 shares

    1.27% of the 13F portfolio, value $2,309,000.

    13F-HR 0001601622-26-000001 filed by LBJ Family Wealth Advisors, Ltd.
    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 14,121 shares
    Change vs previous 13F +1,566 shares

    1.2% of the 13F portfolio, value $2,201,000.

    13F-HR 0001601622-25-000009 filed by LBJ Family Wealth Advisors, Ltd.
    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 12,555 shares
    Change vs previous 13F +344 shares

    1.02% of the 13F portfolio, value $1,746,000.

    13F-HR 0001601622-25-000006 filed by LBJ Family Wealth Advisors, Ltd.
    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 12,211 shares
    Change vs previous 13F -264 shares

    1.04% of the 13F portfolio, value $1,625,000.

    13F-HR 0001601622-25-000002 filed by LBJ Family Wealth Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F/A 12,475 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $1,804,000.

    13F-HR/A 0001601622-25-000003 filed by LBJ Family Wealth Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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