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Lion Street Advisors, LLC: VTV position timeline

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

Lion Street Advisors, LLC held 10,170 VTV shares at 2025-09-30 per its 13F-HR filed 2025-11-10.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 10,170 shares
    Change vs previous 13F +2,230 shares

    0.5% of the 13F portfolio, value $1,451,667.

    13F-HR 0001801991-25-000002 filed by Lion Street 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 ended2025-06-30
    13F 7,940 shares
    Change vs previous 13F -2,735 shares

    0.43% of the 13F portfolio, value $1,403,402.

    13F-HR 0001085146-25-004168 filed by Lion Street 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 ended2025-03-31
    13F 10,675 shares
    Change vs previous 13F +827 shares

    0.59% of the 13F portfolio, value $1,844,085.

    13F-HR 0001085146-25-002198 filed by Lion Street 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 ended2024-12-31
    13F 9,848 shares
    Change vs previous 13F -148 shares

    0.53% of the 13F portfolio, value $1,667,221.

    13F-HR 0001085146-25-000506 filed by Lion Street 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 ended2024-09-30
    13F 9,996 shares
    Change vs previous 13F -1,796 shares

    0.61% of the 13F portfolio, value $1,745,001.

    13F-HR 0001085146-24-004781 filed by Lion Street 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 ended2024-06-30
    13F 11,792 shares
    Change vs previous 13F +253 shares

    0.7% of the 13F portfolio, value $1,891,555.

    13F-HR 0001085146-24-002866 filed by Lion Street 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 ended2024-03-31
    13F 11,539 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $1,725,092.

    13F-HR 0001085146-24-001762 filed by Lion Street 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 ended2023-12-31
    13F 11,539 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,725,092.

    13F-HR 0001085146-24-000125 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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