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Luminvest Wealth Management LLC: VTV position timeline

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

Luminvest Wealth Management LLC held 31,709 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,709 shares
    Change vs previous 13F +6,070 shares

    1.61% of the 13F portfolio, value $6,910,270.

    13F-HR 0002036517-26-000004 filed by Luminvest Wealth Management 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 25,639 shares
    Change vs previous 13F +1,121 shares

    1.32% of the 13F portfolio, value $5,035,468.

    13F-HR 0002036517-26-000002 filed by Luminvest Wealth Management 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 24,518 shares
    Change vs previous 13F +4,701 shares

    1.3% of the 13F portfolio, value $4,682,756.

    13F-HR 0002036517-26-000001 filed by Luminvest Wealth Management 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 19,817 shares
    Change vs previous 13F +412 shares

    1.2% of the 13F portfolio, value $3,695,945.

    13F-HR 0002036517-25-000002 filed by Luminvest Wealth Management 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 19,405 shares
    Change vs previous 13F +1,060 shares

    1.23% of the 13F portfolio, value $3,429,508.

    13F-HR 0001085146-25-003919 filed by Luminvest Wealth Management 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 18,345 shares
    Change vs previous 13F +85 shares

    1.31% of the 13F portfolio, value $3,169,016.

    13F-HR 0001085146-25-002501 filed by Luminvest Wealth Management 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 18,260 shares
    Change vs previous 13F +62 shares

    1.25% of the 13F portfolio, value $3,091,562.

    13F-HR 0001085146-25-000572 filed by Luminvest Wealth Management 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 18,198 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $3,190,934.

    13F-HR 0001085146-24-005235 filed by Luminvest Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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