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National Wealth Management Group, LLC: VTV position timeline

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

National Wealth Management Group, LLC held 5,263 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,263 shares
    Change vs previous 13F +96 shares

    0.35% of the 13F portfolio, value $1,146,966.

    13F-HR 0001977723-26-000004 filed by National Wealth Management 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 5,167 shares
    Change vs previous 13F -876 shares

    0.38% of the 13F portfolio, value $1,013,765.

    13F-HR 0001977723-26-000002 filed by National Wealth Management 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 6,043 shares
    Change vs previous 13F +3,363 shares

    0.4% of the 13F portfolio, value $1,154,153.

    13F-HR 0001977723-26-000001 filed by National Wealth Management 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 2,680 shares
    Change vs previous 13F +811 shares

    0.19% of the 13F portfolio, value $499,793.

    13F-HR 0001977723-25-000006 filed by National Wealth Management 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 1,869 shares
    Change vs previous 13F -64 shares

    0.19% of the 13F portfolio, value $330,327.

    13F-HR 0001977723-25-000004 filed by National Wealth Management 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 1,933 shares
    Change vs previous 13F +79 shares

    0.22% of the 13F portfolio, value $333,906.

    13F-HR 0001848831-25-000007 filed by National Wealth Management 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 1,854 shares
    Change vs previous 13F -60 shares

    0.21% of the 13F portfolio, value $313,882.

    13F-HR 0001977723-25-000001 filed by National Wealth Management 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 1,914 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $334,127.

    13F-HR 0001730467-24-000005 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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