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Disclosery

Refined Wealth Management: VTV position timeline

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

Refined Wealth Management held 36,555 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,555 shares
    Change vs previous 13F +38 shares

    4.81% of the 13F portfolio, value $7,966,431.

    13F-HR 0001724729-26-000005 filed by Refined Wealth Management
    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 36,517 shares
    Change vs previous 13F -28,260 shares

    4.52% of the 13F portfolio, value $7,164,635.

    13F-HR 0001724729-26-000003 filed by Refined Wealth Management
    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 64,777 shares
    Change vs previous 13F -224 shares

    8.33% of the 13F portfolio, value $12,371,759.

    13F-HR 0001724729-26-000001 filed by Refined Wealth Management
    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 65,001 shares
    Change vs previous 13F -210 shares

    7.79% of the 13F portfolio, value $12,122,036.

    13F-HR 0001724729-25-000008 filed by Refined Wealth Management
    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 65,211 shares
    Change vs previous 13F +863 shares

    7.92% of the 13F portfolio, value $11,525,392.

    13F-HR 0001724729-25-000005 filed by Refined Wealth Management
    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 64,348 shares
    Change vs previous 13F not available

    9.09% of the 13F portfolio, value $11,115,474.

    13F-HR 0001724729-25-000003 filed by Refined Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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