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Private Wealth Asset Management, LLC: VTV position timeline

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

Private Wealth Asset Management, LLC held 14,906 VTV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,906 shares
    Change vs previous 13F -750 shares

    0.31% of the 13F portfolio, value $3,248,396.

    13F-HR 0001883006-26-000007 filed by Private Wealth Asset Management, 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 15,656 shares
    Change vs previous 13F -1,095 shares

    0.33% of the 13F portfolio, value $3,071,645.

    13F-HR 0001883006-26-000005 filed by Private Wealth Asset Management, 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 16,751 shares
    Change vs previous 13F -7,695 shares

    0.35% of the 13F portfolio, value $3,199,212.

    13F-HR 0001883006-26-000003 filed by Private Wealth Asset Management, 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 24,446 shares
    Change vs previous 13F -1,460 shares

    0.54% of the 13F portfolio, value $4,558,873.

    13F-HR 0001883006-25-000003 filed by Private Wealth Asset Management, 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 25,906 shares
    Change vs previous 13F -1,124 shares

    0.61% of the 13F portfolio, value $4,578,568.

    13F-HR 0001855205-25-000033 filed by Private Wealth Asset Management, 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 27,030 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $4,669,105.

    13F-HR 0001855205-25-000031 filed by Private Wealth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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