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Disclosery

MTC Wealth Management LLC: VTV position timeline

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

MTC Wealth Management LLC held 54,553 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,553 shares
    Change vs previous 13F -1,046 shares

    5.33% of the 13F portfolio, value $11,888,667.

    13F-HR 0001821455-26-000006 filed by MTC Wealth Management 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 55,599 shares
    Change vs previous 13F -56,539 shares

    5.18% of the 13F portfolio, value $10,908,601.

    13F-HR 0001821455-26-000004 filed by MTC Wealth Management 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 112,138 shares
    Change vs previous 13F -1,720 shares

    10.05% of the 13F portfolio, value $21,417,206.

    13F-HR 0001821455-26-000002 filed by MTC Wealth Management 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 113,858 shares
    Change vs previous 13F -1,179 shares

    9.89% of the 13F portfolio, value $21,233,421.

    13F-HR 0001821455-25-000005 filed by MTC Wealth Management 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 115,037 shares
    Change vs previous 13F -2,286 shares

    9.77% of the 13F portfolio, value $20,331,660.

    13F-HR 0001667731-25-001014 filed by MTC Wealth Management 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 117,323 shares
    Change vs previous 13F -48,212 shares

    9.95% of the 13F portfolio, value $20,266,396.

    13F-HR 0001667731-25-000584 filed by MTC Wealth Management 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 165,535 shares
    Change vs previous 13F -3,331 shares

    13.49% of the 13F portfolio, value $28,025,017.

    13F-HR 0001667731-25-000181 filed by MTC Wealth Management 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 168,866 shares
    Change vs previous 13F not available

    13.33% of the 13F portfolio, value $29,478,943.

    13F-HR 0001667731-24-000680 filed by MTC Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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