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Rochester Wealth Strategies, LLC: VTV position timeline

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

Rochester Wealth Strategies, LLC held 117,621 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 117,621 shares
    Change vs previous 13F -27,637 shares

    14.19% of the 13F portfolio, value $25,633,053.

    13F-HR 0001958456-26-000004 filed by Rochester Wealth Strategies, 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 145,258 shares
    Change vs previous 13F +265 shares

    17.28% of the 13F portfolio, value $28,499,538.

    13F-HR 0001958456-26-000003 filed by Rochester Wealth Strategies, 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 144,993 shares
    Change vs previous 13F +3,555 shares

    17.39% of the 13F portfolio, value $27,692,234.

    13F-HR 0001958456-26-000002 filed by Rochester Wealth Strategies, 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 141,438 shares
    Change vs previous 13F +5,651 shares

    17.26% of the 13F portfolio, value $26,376,793.

    13F-HR 0001958456-25-000005 filed by Rochester Wealth Strategies, 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 135,787 shares
    Change vs previous 13F +12,887 shares

    17.21% of the 13F portfolio, value $23,999,040.

    13F-HR 0001958456-25-000003 filed by Rochester Wealth Strategies, 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 122,900 shares
    Change vs previous 13F not available

    16.86% of the 13F portfolio, value $21,229,791.

    13F-HR 0001958456-25-000002 filed by Rochester Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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