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Rodgers & Associates, LTD: VTWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rodgers & Associates, LTD on VTWV, newest first. How the timeline and the estimate are built.

Rodgers & Associates, LTD held 15,359 VTWV 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 15,359 shares
    Change vs previous 13F -134 shares

    0.27% of the 13F portfolio, value $3,001,797.

    13F-HR 0001172661-26-002709 filed by Rodgers & Associates, LTD
    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 15,493 shares
    Change vs previous 13F -953 shares

    0.26% of the 13F portfolio, value $2,590,769.

    13F-HR 0001172661-26-001592 filed by Rodgers & Associates, LTD
    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 16,446 shares
    Change vs previous 13F -291 shares

    0.27% of the 13F portfolio, value $2,630,237.

    13F-HR 0001172661-26-000265 filed by Rodgers & Associates, LTD
    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 16,737 shares
    Change vs previous 13F +20 shares

    0.27% of the 13F portfolio, value $2,608,823.

    13F-HR 0001172661-25-004586 filed by Rodgers & Associates, LTD
    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 16,717 shares
    Change vs previous 13F +70 shares

    0.26% of the 13F portfolio, value $2,325,192.

    13F-HR 0001172661-25-002755 filed by Rodgers & Associates, LTD
    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 16,647 shares
    Change vs previous 13F -50 shares

    0.27% of the 13F portfolio, value $2,215,573.

    13F-HR 0001172661-25-001534 filed by Rodgers & Associates, LTD
    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 16,697 shares
    Change vs previous 13F -805 shares

    0.29% of the 13F portfolio, value $2,414,578.

    13F-HR 0001172661-25-000271 filed by Rodgers & Associates, LTD
    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 17,502 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,575,445.

    13F-HR 0001172661-24-004313 filed by Rodgers & Associates, LTD
    Filed (acceptance time not in the bulk data set), ingested

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