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Disclosery

Sageworth Trust Co: VTV position timeline

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

Sageworth Trust Co held 150,070 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 150,070 shares
    Change vs previous 13F -20,885 shares

    1.29% of the 13F portfolio, value $32,704,755.

    13F-HR 0001482688-26-000007 filed by Sageworth Trust Co
    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 170,955 shares
    Change vs previous 13F -3,348 shares

    1.44% of the 13F portfolio, value $33,541,371.

    13F-HR 0001482688-26-000005 filed by Sageworth Trust Co
    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 174,303 shares
    Change vs previous 13F -6,108 shares

    1.43% of the 13F portfolio, value $33,290,130.

    13F-HR 0001482688-26-000003 filed by Sageworth Trust Co
    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 180,411 shares
    Change vs previous 13F +6,809 shares

    1.57% of the 13F portfolio, value $33,644,847.

    13F-HR 0001482688-25-000011 filed by Sageworth Trust Co
    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 173,602 shares
    Change vs previous 13F -755 shares

    1.7% of the 13F portfolio, value $30,682,417.

    13F-HR 0001482688-25-000008 filed by Sageworth Trust Co
    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 174,357 shares
    Change vs previous 13F -1,445 shares

    1.87% of the 13F portfolio, value $30,118,428.

    13F-HR 0001482688-25-000006 filed by Sageworth Trust Co
    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 175,802 shares
    Change vs previous 13F -7,441 shares

    1.84% of the 13F portfolio, value $29,763,278.

    13F-HR 0001482688-25-000003 filed by Sageworth Trust Co
    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 183,243 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $31,988,731.

    13F-HR 0001482688-24-000009 filed by Sageworth Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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