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Safir Wealth Advisors, LLC: VTV position timeline

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

Safir Wealth Advisors, LLC held 61,267 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,267 shares
    Change vs previous 13F +255 shares

    8.68% of the 13F portfolio, value $13,351,892.

    13F-HR 0001951757-26-000966 filed by Safir Wealth 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 61,012 shares
    Change vs previous 13F -169 shares

    8.66% of the 13F portfolio, value $11,970,485.

    13F-HR 0001951757-26-000554 filed by Safir Wealth 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 61,181 shares
    Change vs previous 13F -336 shares

    8.19% of the 13F portfolio, value $11,685,031.

    13F-HR 0001951757-26-000011 filed by Safir Wealth 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 61,517 shares
    Change vs previous 13F +430 shares

    8.1% of the 13F portfolio, value $11,472,285.

    13F-HR 0001951757-25-001214 filed by Safir Wealth 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 61,087 shares
    Change vs previous 13F +870 shares

    7.92% of the 13F portfolio, value $10,796,452.

    13F-HR 0001951757-25-000908 filed by Safir Wealth 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 60,217 shares
    Change vs previous 13F +2,247 shares

    8.25% of the 13F portfolio, value $10,401,822.

    13F-HR 0001951757-25-000313 filed by Safir Wealth 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 57,970 shares
    Change vs previous 13F +1,535 shares

    7.57% of the 13F portfolio, value $9,814,382.

    13F-HR 0001951757-25-000045 filed by Safir Wealth 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 56,435 shares
    Change vs previous 13F not available

    7.57% of the 13F portfolio, value $9,851,874.

    13F-HR 0001951757-24-000994 filed by Safir Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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