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Disclosery

Pearl Planning LLC: VTV position timeline

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

Pearl Planning LLC held 70,334 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,334 shares
    Change vs previous 13F -2,863 shares

    7.05% of the 13F portfolio, value $15,327,977.

    13F-HR 0002100519-26-000004 filed by Pearl Planning 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 73,197 shares
    Change vs previous 13F +9 shares

    7.68% of the 13F portfolio, value $14,361,261.

    13F-HR 0002100519-26-000003 filed by Pearl Planning 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 73,188 shares
    Change vs previous 13F not available

    8.55% of the 13F portfolio, value $13,978,224.

    13F-HR 0002100519-26-000001 filed by Pearl Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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