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Mokosak Advisory Group, LLC: VTV position timeline

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

Mokosak Advisory Group, LLC held 62,620 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 62,620 shares
    Change vs previous 13F -1,933 shares

    2.96% of the 13F portfolio, value $13,646,278.

    13F-HR 0001713112-26-000003 filed by Mokosak Advisory 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 64,553 shares
    Change vs previous 13F +597 shares

    3.17% of the 13F portfolio, value $12,665,351.

    13F-HR 0001713112-26-000002 filed by Mokosak Advisory 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 63,956 shares
    Change vs previous 13F +1,725 shares

    3.07% of the 13F portfolio, value $12,214,968.

    13F-HR 0001713112-26-000001 filed by Mokosak Advisory 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 62,231 shares
    Change vs previous 13F +419 shares

    3.04% of the 13F portfolio, value $11,604,880.

    13F-HR 0001713112-25-000004 filed by Mokosak Advisory 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 61,812 shares
    Change vs previous 13F -631 shares

    3.09% of the 13F portfolio, value $10,924,072.

    13F-HR 0001085146-25-003955 filed by Mokosak Advisory 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 62,443 shares
    Change vs previous 13F +1,167 shares

    3.33% of the 13F portfolio, value $10,785,760.

    13F-HR 0001085146-25-002248 filed by Mokosak Advisory 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 61,276 shares
    Change vs previous 13F -514 shares

    3.11% of the 13F portfolio, value $10,373,199.

    13F-HR 0001085146-25-000485 filed by Mokosak Advisory 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 61,790 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $10,786,770.

    13F-HR 0001085146-24-004954 filed by Mokosak Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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