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Disclosery

Shira Ridge Wealth Management: VTV position timeline

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

Shira Ridge Wealth Management held 3,370 VTV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,370 shares
    Change vs previous 13F -36 shares

    0.25% of the 13F portfolio, value $728,190.

    13F-HR 0001754960-26-000834 filed by Shira Ridge Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,406 shares
    Change vs previous 13F -25 shares

    0.26% of the 13F portfolio, value $742,270.

    13F-HR 0001754960-26-000452 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,431 shares
    Change vs previous 13F -42 shares

    0.27% of the 13F portfolio, value $673,162.

    13F-HR 0001754960-26-000222 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,473 shares
    Change vs previous 13F +8 shares

    0.27% of the 13F portfolio, value $663,308.

    13F-HR 0001754960-26-000022 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,465 shares
    Change vs previous 13F -31 shares

    0.27% of the 13F portfolio, value $646,188.

    13F-HR 0001754960-25-000690 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,496 shares
    Change vs previous 13F -51 shares

    0.28% of the 13F portfolio, value $617,883.

    13F-HR 0001754960-25-000346 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,547 shares
    Change vs previous 13F -126 shares

    0.31% of the 13F portfolio, value $612,709.

    13F-HR 0001754960-25-000187 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,673 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $621,839.

    13F-HR 0001754960-25-000010 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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