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Disclosery

MilWealth Group LLC: VTV position timeline

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

MilWealth Group LLC held 11,063 VTV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,063 shares
    Change vs previous 13F -2 shares

    0.51% of the 13F portfolio, value $2,411,030.

    13F-HR 0001972750-26-000005 filed by MilWealth Group 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 11,065 shares
    Change vs previous 13F -462 shares

    0.52% of the 13F portfolio, value $2,170,928.

    13F-HR 0001972750-26-000004 filed by MilWealth Group 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 11,527 shares
    Change vs previous 13F +459 shares

    0.52% of the 13F portfolio, value $2,201,518.

    13F-HR 0001972750-26-000001 filed by MilWealth Group 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 11,068 shares
    Change vs previous 13F -22 shares

    0.5% of the 13F portfolio, value $2,064,048.

    13F-HR 0001972750-25-000008 filed by MilWealth Group 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 11,090 shares
    Change vs previous 13F -185 shares

    0.5% of the 13F portfolio, value $1,960,024.

    13F-HR 0001972750-25-000006 filed by MilWealth Group 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 11,275 shares
    Change vs previous 13F -587 shares

    0.54% of the 13F portfolio, value $1,947,622.

    13F-HR 0001972750-25-000004 filed by MilWealth Group 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 11,862 shares
    Change vs previous 13F -272 shares

    0.55% of the 13F portfolio, value $2,008,193.

    13F-HR 0001972750-25-000002 filed by MilWealth Group 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 12,134 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $2,118,187.

    13F-HR 0001972750-24-000004 filed by MilWealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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