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Pasadena Private Wealth, LLC: VTV position timeline

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

Pasadena Private Wealth, LLC held 412,598 VTV 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 412,598 shares
    Change vs previous 13F +1,896 shares

    11.5% of the 13F portfolio, value $89,917,572.

    13F-HR 0002073679-26-000083 filed by Pasadena Private Wealth, 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 410,702 shares
    Change vs previous 13F -36,164 shares

    11.18% of the 13F portfolio, value $80,579,670.

    13F-HR 0002073679-26-000047 filed by Pasadena Private Wealth, 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 446,866 shares
    Change vs previous 13F +13,491 shares

    11.66% of the 13F portfolio, value $85,346,954.

    13F-HR 0002073679-26-000020 filed by Pasadena Private Wealth, 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 433,375 shares
    Change vs previous 13F +10,678 shares

    11.66% of the 13F portfolio, value $80,820,078.

    13F-HR 0001760578-25-000008 filed by Pasadena Private Wealth, 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 422,697 shares
    Change vs previous 13F +32,176 shares

    12.8% of the 13F portfolio, value $74,707,456.

    13F-HR 0001760578-25-000004 filed by Pasadena Private Wealth, 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 390,521 shares
    Change vs previous 13F +11,662 shares

    13.01% of the 13F portfolio, value $67,458,586.

    13F-HR 0001760578-25-000003 filed by Pasadena Private Wealth, 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 378,859 shares
    Change vs previous 13F -8,780 shares

    13.18% of the 13F portfolio, value $64,140,847.

    13F-HR 0001760578-25-000002 filed by Pasadena Private Wealth, 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 387,639 shares
    Change vs previous 13F not available

    14.4% of the 13F portfolio, value $67,670,081.

    13F-HR 0001760578-24-000002 filed by Pasadena Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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