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Shore Point Advisors, LLC: VTV position timeline

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

Shore Point Advisors, LLC held 256,817 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 256,817 shares
    Change vs previous 13F +19,369 shares

    10.16% of the 13F portfolio, value $29,704,841.

    13F-HR 0001907092-26-000004 filed by Shore Point 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 237,448 shares
    Change vs previous 13F +11,189 shares

    9.99% of the 13F portfolio, value $25,300,440.

    13F-HR 0001907092-26-000003 filed by Shore Point 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 226,259 shares
    Change vs previous 13F +102,347 shares

    10.23% of the 13F portfolio, value $24,163,070.

    13F-HR 0001907092-26-000001 filed by Shore Point 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 123,912 shares
    Change vs previous 13F +2,516 shares

    10.22% of the 13F portfolio, value $23,108,513.

    13F-HR 0001907092-25-000006 filed by Shore Point 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 121,396 shares
    Change vs previous 13F +2,665 shares

    10.3% of the 13F portfolio, value $21,455,644.

    13F-HR 0001907092-25-000004 filed by Shore Point 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 118,731 shares
    Change vs previous 13F -403 shares

    10.86% of the 13F portfolio, value $20,509,596.

    13F-HR 0001907092-25-000002 filed by Shore Point 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 119,134 shares
    Change vs previous 13F +2,009 shares

    10.85% of the 13F portfolio, value $20,169,927.

    13F-HR 0001907092-25-000001 filed by Shore Point 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 117,125 shares
    Change vs previous 13F not available

    10.95% of the 13F portfolio, value $20,446,556.

    13F-HR 0001907092-24-000006 filed by Shore Point Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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