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Disclosery

Long Island Wealth Management, Inc.: VTV position timeline

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

Long Island Wealth Management, Inc. held 28,288 VTV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,288 shares
    Change vs previous 13F +12 shares

    2.55% of the 13F portfolio, value $6,164,865.

    13F-HR 0001951757-26-001165 filed by Long Island Wealth Management, Inc.
    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 28,276 shares
    Change vs previous 13F +13 shares

    2.57% of the 13F portfolio, value $5,547,816.

    13F-HR 0001951757-26-000670 filed by Long Island Wealth Management, Inc.
    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 28,263 shares
    Change vs previous 13F +260 shares

    2.55% of the 13F portfolio, value $5,397,958.

    13F-HR 0001951757-26-000240 filed by Long Island Wealth Management, Inc.
    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 28,003 shares
    Change vs previous 13F -38 shares

    2.54% of the 13F portfolio, value $5,222,268.

    13F-HR 0001951757-25-001296 filed by Long Island Wealth Management, Inc.
    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 28,041 shares
    Change vs previous 13F +344 shares

    2.57% of the 13F portfolio, value $4,955,943.

    13F-HR 0002056519-25-000005 filed by Long Island Wealth Management, Inc.
    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 27,697 shares
    Change vs previous 13F +13 shares

    2.91% of the 13F portfolio, value $4,784,355.

    13F-HR 0002056519-25-000002 filed by Long Island Wealth Management, Inc.
    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 27,684 shares
    Change vs previous 13F +80 shares

    2.93% of the 13F portfolio, value $4,686,763.

    13F-HR 0002011177-25-000001 filed by Long Island Wealth Management, Inc.
    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 27,604 shares
    Change vs previous 13F not available

    3.16% of the 13F portfolio, value $4,818,900.

    13F-HR 0002011177-24-000005 filed by Long Island Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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