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MRWM Advisors, LLC: VTV position timeline

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

MRWM Advisors, LLC held 49,467 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 49,467 shares
    Change vs previous 13F +1,428 shares

    4.43% of the 13F portfolio, value $10,780,343.

    13F-HR 0001754960-26-000660 filed by MRWM Advisors, 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 48,039 shares
    Change vs previous 13F +14,305 shares

    5.11% of the 13F portfolio, value $9,425,251.

    13F-HR 0001754960-26-000284 filed by MRWM Advisors, 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 33,734 shares
    Change vs previous 13F +14,891 shares

    3.46% of the 13F portfolio, value $6,442,857.

    13F-HR 0001754960-26-000115 filed by MRWM Advisors, 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 18,843 shares
    Change vs previous 13F +2,099 shares

    2% of the 13F portfolio, value $3,514,031.

    13F-HR 0001754960-25-000717 filed by MRWM Advisors, 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 16,744 shares
    Change vs previous 13F +2,876 shares

    1.85% of the 13F portfolio, value $2,959,335.

    13F-HR 0001754960-25-000620 filed by MRWM Advisors, 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 13,868 shares
    Change vs previous 13F +2,431 shares

    1.66% of the 13F portfolio, value $2,395,558.

    13F-HR 0001754960-25-000621 filed by MRWM Advisors, 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 11,437 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $1,936,284.

    13F-HR 0001754960-25-000622 filed by MRWM Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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