Skip to content
Disclosery

Portus Wealth Advisors, LLC: VTV position timeline

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

Portus Wealth Advisors, LLC held 36,987 VTV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 36,987 shares
    Change vs previous 13F -346 shares

    6.57% of the 13F portfolio, value $7,992,195.

    13F-HR 0002097516-26-000007 filed by Portus Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 37,333 shares
    Change vs previous 13F +1,170 shares

    6.7% of the 13F portfolio, value $8,136,025.

    13F-HR 0002097516-26-000006 filed by Portus Wealth Advisors, 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 36,163 shares
    Change vs previous 13F +17,619 shares

    6.68% of the 13F portfolio, value $7,095,104.

    13F-HR 0002097516-26-000005 filed by Portus Wealth Advisors, 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 18,544 shares
    Change vs previous 13F +633 shares

    3.34% of the 13F portfolio, value $3,541,719.

    13F-HR 0002097516-26-000001 filed by Portus Wealth Advisors, 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 17,911 shares
    Change vs previous 13F not available

    3.33% of the 13F portfolio, value $3,340,222.

    13F-HR 0002097516-25-000002 filed by Portus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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