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SATOVSKY ASSET MANAGEMENT LLC: VTIP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SATOVSKY ASSET MANAGEMENT LLC on VTIP, newest first. How the timeline and the estimate are built.

SATOVSKY ASSET MANAGEMENT LLC held 1,718,938 VTIP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,718,938 shares
    Change vs previous 13F +9,311 shares

    13.77% of the 13F portfolio, value $86,342,231.

    13F-HR 0001214659-26-010046 filed by SATOVSKY ASSET MANAGEMENT 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 1,709,627 shares
    Change vs previous 13F +53,759 shares

    15.07% of the 13F portfolio, value $85,395,874.

    13F-HR 0001214659-26-006186 filed by SATOVSKY ASSET MANAGEMENT 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 1,655,868 shares
    Change vs previous 13F +59,489 shares

    15.87% of the 13F portfolio, value $81,899,250.

    13F-HR 0001214659-26-001692 filed by SATOVSKY ASSET MANAGEMENT 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 1,596,379 shares
    Change vs previous 13F +58,598 shares

    16.13% of the 13F portfolio, value $80,824,683.

    13F-HR 0001214659-25-016556 filed by SATOVSKY ASSET MANAGEMENT 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 1,537,781 shares
    Change vs previous 13F +20,722 shares

    16.46% of the 13F portfolio, value $77,291,909.

    13F-HR 0001214659-25-011960 filed by SATOVSKY ASSET MANAGEMENT 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 1,517,059 shares
    Change vs previous 13F +32,287 shares

    16.95% of the 13F portfolio, value $75,760,276.

    13F-HR 0001214659-25-006748 filed by SATOVSKY ASSET MANAGEMENT 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 1,484,772 shares
    Change vs previous 13F +19,712 shares

    16.47% of the 13F portfolio, value $71,950,039.

    13F-HR 0001214659-25-001698 filed by SATOVSKY ASSET MANAGEMENT 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 1,465,060 shares
    Change vs previous 13F not available

    16.28% of the 13F portfolio, value $72,242,112.

    13F-HR 0001214659-24-017670 filed by SATOVSKY ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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