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Prism Advisors, Inc.: VTV position timeline

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

Prism Advisors, Inc. held 82,769 VTV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 82,769 shares
    Change vs previous 13F -11,900 shares

    4.56% of the 13F portfolio, value $18,178,555.

    13F-HR 0001717027-26-000011 filed by Prism Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 94,669 shares
    Change vs previous 13F -1,834 shares

    5.01% of the 13F portfolio, value $20,631,215.

    13F-HR 0001717027-26-000006 filed by Prism Advisors, Inc.
    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 96,503 shares
    Change vs previous 13F -5,134 shares

    5.05% of the 13F portfolio, value $18,933,889.

    13F-HR 0001717027-26-000004 filed by Prism Advisors, Inc.
    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 101,637 shares
    Change vs previous 13F -11,488 shares

    5.17% of the 13F portfolio, value $19,411,651.

    13F-HR 0001717027-26-000002 filed by Prism Advisors, Inc.
    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 113,125 shares
    Change vs previous 13F +3,054 shares

    5.7% of the 13F portfolio, value $21,096,681.

    13F-HR 0001717027-25-000008 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 110,071 shares
    Change vs previous 13F -16,889 shares

    5.54% of the 13F portfolio, value $19,453,949.

    13F-HR 0001717027-25-000005 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 126,960 shares
    Change vs previous 13F +89,682 shares

    6.75% of the 13F portfolio, value $21,931,070.

    13F-HR 0001717027-25-000004 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 37,278 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $6,311,165.

    13F-HR 0001717027-25-000002 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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