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Disclosery

Petros Family Wealth, LLC: V position timeline

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

Petros Family Wealth, LLC held 1,236 V shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,236 shares
    Change vs previous 13F -75 shares

    0.26% of the 13F portfolio, value $424,060.

    13F-HR 0002004963-26-000003 filed by Petros Family 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 1,311 shares
    Change vs previous 13F -770 shares

    0.28% of the 13F portfolio, value $396,236.

    13F-HR 0002004963-26-000002 filed by Petros Family 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 2,081 shares
    Change vs previous 13F +873 shares

    0.49% of the 13F portfolio, value $729,828.

    13F-HR 0002004963-26-000001 filed by Petros Family 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 1,208 shares
    Change vs previous 13F -18 shares

    0.35% of the 13F portfolio, value $412,386.

    13F-HR 0002004963-25-000006 filed by Petros Family 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 1,226 shares
    Change vs previous 13F +62 shares

    0.4% of the 13F portfolio, value $435,292.

    13F-HR 0002004963-25-000005 filed by Petros Family 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 1,164 shares
    Change vs previous 13F +52 shares

    0.45% of the 13F portfolio, value $407,935.

    13F-HR 0002004963-25-000002 filed by Petros Family 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 1,112 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $351,436.

    13F-HR 0002004963-25-000001 filed by Petros Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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