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Disclosery

Schwallier Wealth Management LLC: VTV position timeline

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

Schwallier Wealth Management LLC held 72,415 VTV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,415 shares
    Change vs previous 13F -30,183 shares

    9.97% of the 13F portfolio, value $15,781,503.

    13F-HR 0001934951-26-000003 filed by Schwallier Wealth 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 102,598 shares
    Change vs previous 13F -3,044 shares

    14.7% of the 13F portfolio, value $20,129,638.

    13F-HR 0001934951-26-000002 filed by Schwallier Wealth 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 105,642 shares
    Change vs previous 13F -5,879 shares

    13.48% of the 13F portfolio, value $21,102,017.

    13F-HR 0001934951-26-000001 filed by Schwallier Wealth 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 111,521 shares
    Change vs previous 13F -6,585 shares

    12.98% of the 13F portfolio, value $20,797,623.

    13F-HR 0001934951-25-000004 filed by Schwallier Wealth 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 118,106 shares
    Change vs previous 13F +17,966 shares

    12.76% of the 13F portfolio, value $20,874,108.

    13F-HR 0001934951-25-000001 filed by Schwallier Wealth 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 100,140 shares
    Change vs previous 13F +22,730 shares

    12.77% of the 13F portfolio, value $17,298,240.

    13F-HR 0001934951-25-000002 filed by Schwallier Wealth 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 77,410 shares
    Change vs previous 13F -1,387 shares

    9.97% of the 13F portfolio, value $13,105,564.

    13F-HR 0001807270-25-000002 filed by Schwallier Wealth 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 78,797 shares
    Change vs previous 13F not available

    9.84% of the 13F portfolio, value $13,755,623.

    13F-HR 0001934951-24-000009 filed by Schwallier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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