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Performance Wealth Partners, LLC: VTV position timeline

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

Performance Wealth Partners, LLC held 113,513 VTV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,513 shares
    Change vs previous 13F +28,995 shares

    0.61% of the 13F portfolio, value $24,737,811.

    13F-HR 0001951757-26-001190 filed by Performance Wealth 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 84,518 shares
    Change vs previous 13F +12,730 shares

    0.48% of the 13F portfolio, value $16,582,423.

    13F-HR 0001951757-26-000568 filed by Performance Wealth 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 71,788 shares
    Change vs previous 13F +20,794 shares

    0.37% of the 13F portfolio, value $13,710,759.

    13F-HR 0001951757-26-000258 filed by Performance Wealth 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 50,994 shares
    Change vs previous 13F -332 shares

    0.27% of the 13F portfolio, value $9,509,898.

    13F-HR 0001951757-25-001310 filed by Performance Wealth 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 51,326 shares
    Change vs previous 13F +7,411 shares

    0.29% of the 13F portfolio, value $9,071,419.

    13F-HR 0001951757-25-000972 filed by Performance Wealth 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 43,915 shares
    Change vs previous 13F +9,885 shares

    0.27% of the 13F portfolio, value $7,585,922.

    13F-HR 0001951757-25-000393 filed by Performance Wealth 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 34,030 shares
    Change vs previous 13F +8,009 shares

    0.19% of the 13F portfolio, value $5,761,354.

    13F-HR 0001951757-25-000052 filed by Performance Wealth 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 26,021 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,542,477.

    13F-HR 0001951757-24-001005 filed by Performance Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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