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Disclosery

Michels Family Financial, LLC: VTV position timeline

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

Michels Family Financial, LLC held 8,131 VTV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,131 shares
    Change vs previous 13F -103 shares

    1.14% of the 13F portfolio, value $1,771,890.

    13F-HR 0001214659-26-010286 filed by Michels Family Financial, 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 8,234 shares
    Change vs previous 13F -122 shares

    1.17% of the 13F portfolio, value $1,615,446.

    13F-HR 0001214659-26-005035 filed by Michels Family Financial, 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 8,356 shares
    Change vs previous 13F +195 shares

    1.17% of the 13F portfolio, value $1,595,967.

    13F-HR 0001214659-26-002176 filed by Michels Family Financial, 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 8,161 shares
    Change vs previous 13F -768 shares

    1.19% of the 13F portfolio, value $1,521,888.

    13F-HR 0001214659-25-016133 filed by Michels Family Financial, 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 8,929 shares
    Change vs previous 13F -142 shares

    1.35% of the 13F portfolio, value $1,578,136.

    13F-HR 0001214659-25-010478 filed by Michels Family Financial, 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 9,071 shares
    Change vs previous 13F +5 shares

    1.42% of the 13F portfolio, value $1,566,951.

    13F-HR 0001214659-25-007892 filed by Michels Family Financial, 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 9,066 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $1,534,929.

    13F-HR 0001214659-25-003152 filed by Michels Family Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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