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Legacy Edge Advisors, LLC: VTV position timeline

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

Legacy Edge Advisors, LLC held 90,983 VTV shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 90,983 shares
    Change vs previous 13F -2,147 shares

    1.82% of the 13F portfolio, value $19,828,015.

    13F-HR/A 0002105396-26-000004 filed by Legacy Edge Advisors, 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 93,130 shares
    Change vs previous 13F -6,602 shares

    1.92% of the 13F portfolio, value $18,272,148.

    13F-HR 0002105396-26-000002 filed by Legacy Edge Advisors, 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 99,732 shares
    Change vs previous 13F +392 shares

    2.09% of the 13F portfolio, value $19,047,815.

    13F-HR 0002105396-26-000001 filed by Legacy Edge Advisors, 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 99,340 shares
    Change vs previous 13F -6,360 shares

    2.18% of the 13F portfolio, value $18,525,917.

    13F-HR 0002105396-26-000013 filed by Legacy Edge Advisors, 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 105,700 shares
    Change vs previous 13F +10,497 shares

    2.49% of the 13F portfolio, value $18,681,418.

    13F-HR 0002105396-26-000011 filed by Legacy Edge Advisors, 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 95,203 shares
    Change vs previous 13F +642 shares

    2.57% of the 13F portfolio, value $16,445,366.

    13F-HR 0002105396-26-000010 filed by Legacy Edge Advisors, 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 94,561 shares
    Change vs previous 13F +213 shares

    2.54% of the 13F portfolio, value $15,975,135.

    13F-HR 0002105396-26-000006 filed by Legacy Edge Advisors, 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 94,348 shares
    Change vs previous 13F not available

    2.63% of the 13F portfolio, value $16,470,330.

    13F-HR 0002105396-26-000009 filed by Legacy Edge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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