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Disclosery

Legacies Wealth LLC: VTV position timeline

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

Legacies Wealth LLC held 212,071 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 212,071 shares
    Change vs previous 13F +8,939 shares

    25.32% of the 13F portfolio, value $46,216,524.

    13F-HR 0001755933-26-000011 filed by Legacies Wealth 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 203,132 shares
    Change vs previous 13F -20,178 shares

    25.28% of the 13F portfolio, value $39,854,400.

    13F-HR 0001755933-26-000005 filed by Legacies Wealth 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 223,310 shares
    Change vs previous 13F +17,724 shares

    24.1% of the 13F portfolio, value $42,649,881.

    13F-HR 0001755933-26-000002 filed by Legacies Wealth 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 205,586 shares
    Change vs previous 13F +6,897 shares

    24.7% of the 13F portfolio, value $38,339,640.

    13F-HR 0001755933-25-000009 filed by Legacies Wealth 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 198,689 shares
    Change vs previous 13F -17,843 shares

    23.32% of the 13F portfolio, value $35,116,205.

    13F-HR 0001755933-25-000007 filed by Legacies Wealth 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 216,532 shares
    Change vs previous 13F +44,386 shares

    27.65% of the 13F portfolio, value $37,403,651.

    13F-HR 0001755933-25-000005 filed by Legacies Wealth 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 172,146 shares
    Change vs previous 13F +3,369 shares

    22.59% of the 13F portfolio, value $29,144,318.

    13F-HR 0001755933-25-000002 filed by Legacies Wealth 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 168,777 shares
    Change vs previous 13F not available

    23.41% of the 13F portfolio, value $29,463,375.

    13F-HR 0001755933-24-000006 filed by Legacies Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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