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Rise Advisors, LLC: VTV position timeline

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

Rise Advisors, LLC held 141,554 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 141,554 shares
    Change vs previous 13F -11,539 shares

    8.68% of the 13F portfolio, value $30,848,812.

    13F-HR 0001831316-26-000004 filed by Rise Advisors, 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 153,093 shares
    Change vs previous 13F +2,346 shares

    10.61% of the 13F portfolio, value $30,108,856.

    13F-HR 0001831316-26-000003 filed by Rise 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 ended2025-12-31
    13F 150,747 shares
    Change vs previous 13F -70,025 shares

    10.27% of the 13F portfolio, value $28,791,167.

    13F-HR 0001831316-26-000001 filed by Rise 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 ended2025-09-30
    13F 220,772 shares
    Change vs previous 13F +14,671 shares

    14.77% of the 13F portfolio, value $41,171,733.

    13F-HR 0001831316-25-000007 filed by Rise 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 ended2025-06-30
    13F 206,101 shares
    Change vs previous 13F +8,102 shares

    14.46% of the 13F portfolio, value $36,426,375.

    13F-HR 0001831316-25-000006 filed by Rise Advisors, 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 197,999 shares
    Change vs previous 13F +24,980 shares

    15.11% of the 13F portfolio, value $34,202,331.

    13F-HR 0001831316-25-000005 filed by Rise Advisors, 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 173,019 shares
    Change vs previous 13F +10,656 shares

    14.09% of the 13F portfolio, value $29,292,121.

    13F-HR 0001831316-25-000001 filed by Rise Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 162,363 shares
    Change vs previous 13F not available

    13.58% of the 13F portfolio, value $28,343,733.

    13F-HR 0001831316-24-000004 filed by Rise Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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