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Disclosery

NorthRock Partners, LLC: XVV position timeline

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

NorthRock Partners, LLC held 47,634 XVV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,634 shares
    Change vs previous 13F +360 shares

    0.04% of the 13F portfolio, value $2,705,152.

    13F-HR 0001172661-26-003263 filed by NorthRock Partners, 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 47,274 shares
    Change vs previous 13F +9,921 shares

    0.04% of the 13F portfolio, value $2,326,849.

    13F-HR 0001172661-26-002224 filed by NorthRock Partners, 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 37,353 shares
    Change vs previous 13F +4,001 shares

    0.03% of the 13F portfolio, value $1,968,550.

    13F-HR 0001172661-26-001063 filed by NorthRock Partners, 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 33,352 shares
    Change vs previous 13F +846 shares

    0.03% of the 13F portfolio, value $1,718,326.

    13F-HR 0001172661-25-004787 filed by NorthRock Partners, 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/A 32,506 shares
    Change vs previous 13F +6,346 shares

    0.04% of the 13F portfolio, value $1,550,172.

    13F-HR/A 0001172661-25-004912 filed by NorthRock Partners, 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 26,160 shares
    Change vs previous 13F -781 shares

    0.04% of the 13F portfolio, value $1,119,188.

    13F-HR 0001398344-25-008966 filed by NorthRock Partners, 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/A 26,941 shares
    Change vs previous 13F +7,176 shares

    0.04% of the 13F portfolio, value $1,220,407.

    13F-HR/A 0001398344-25-007448 filed by NorthRock Partners, 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/A 19,765 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $874,095.

    13F-HR/A 0001398344-25-007446 filed by NorthRock Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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