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Disclosery

Michels Family Financial, LLC: VTWV position timeline

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

Michels Family Financial, LLC held 4,296 VTWV 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 4,296 shares
    Change vs previous 13F -31 shares

    0.54% of the 13F portfolio, value $839,703.

    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 4,327 shares
    Change vs previous 13F -14 shares

    0.52% of the 13F portfolio, value $723,496.

    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 4,341 shares
    Change vs previous 13F +6 shares

    0.51% of the 13F portfolio, value $694,311.

    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 4,335 shares
    Change vs previous 13F -100 shares

    0.53% of the 13F portfolio, value $675,709.

    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 4,435 shares
    Change vs previous 13F -2 shares

    0.53% of the 13F portfolio, value $616,858.

    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 4,437 shares
    Change vs previous 13F -38 shares

    0.53% of the 13F portfolio, value $590,520.

    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 4,475 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $647,186.

    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).