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Disclosery

LPWM LLC: VTV position timeline

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

LPWM LLC held 314,012 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 314,012 shares
    Change vs previous 13F +273,039 shares

    15.18% of the 13F portfolio, value $68,432,577.

    13F-HR 0001951757-26-001044 filed by LPWM 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 40,973 shares
    Change vs previous 13F +4,183 shares

    2.03% of the 13F portfolio, value $8,038,928.

    13F-HR 0001951757-26-000557 filed by LPWM 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 36,790 shares
    Change vs previous 13F +4,259 shares

    1.77% of the 13F portfolio, value $7,026,527.

    13F-HR 0001951757-26-000010 filed by LPWM 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 32,531 shares
    Change vs previous 13F +966 shares

    1.62% of the 13F portfolio, value $6,066,641.

    13F-HR 0001951757-25-001174 filed by LPWM 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 31,565 shares
    Change vs previous 13F +1,333 shares

    1.63% of the 13F portfolio, value $5,578,785.

    13F-HR 0001951757-25-000587 filed by LPWM 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 30,232 shares
    Change vs previous 13F -143 shares

    1.68% of the 13F portfolio, value $5,222,263.

    13F-HR 0001951757-25-000345 filed by LPWM 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 30,375 shares
    Change vs previous 13F -476 shares

    1.65% of the 13F portfolio, value $5,142,511.

    13F-HR 0001951757-25-000018 filed by LPWM 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 30,851 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $5,345,553.

    13F-HR 0001951757-24-000983 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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