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Disclosery

Oak Root LLC: VTV position timeline

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

Oak Root LLC held 125,436 VTV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 125,436 shares
    Change vs previous 13F 0 shares

    2.99% of the 13F portfolio, value $27,104,211.

    13F-HR 0002085853-26-001140 filed by Oak Root LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 125,436 shares
    Change vs previous 13F +11,771 shares

    3.02% of the 13F portfolio, value $27,336,267.

    13F-HR 0002085853-26-000708 filed by Oak Root LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 113,665 shares
    Change vs previous 13F -3,317 shares

    2.72% of the 13F portfolio, value $22,301,073.

    13F-HR 0002085853-26-000342 filed by Oak Root LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 116,982 shares
    Change vs previous 13F -3,228 shares

    2.7% of the 13F portfolio, value $22,342,392.

    13F-HR 0002085853-26-000048 filed by Oak Root LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 120,210 shares
    Change vs previous 13F -2,378 shares

    2.6% of the 13F portfolio, value $22,417,963.

    13F-HR 0002085853-25-000090 filed by Oak Root LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 122,588 shares
    Change vs previous 13F +36,017 shares

    2.68% of the 13F portfolio, value $21,666,203.

    13F-HR 0001667731-25-000801 filed by Oak Root LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 86,571 shares
    Change vs previous 13F +18,290 shares

    2% of the 13F portfolio, value $14,954,275.

    13F-HR 0001667731-25-000399 filed by Oak Root LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 68,281 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $11,559,973.

    13F-HR 0001667731-25-000189 filed by Oak Root LLC
    Filed (acceptance time not in the bulk data set), ingested

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