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SIMA Wealth Partners, LLC: VTV position timeline

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

SIMA Wealth Partners, LLC held 7,016 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 7,016 shares
    Change vs previous 13F 0 shares

    1.08% of the 13F portfolio, value $1,529,027.

    13F-HR 0002135539-26-000011 filed by SIMA Wealth Partners, 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 7,016 shares
    Change vs previous 13F -1,600 shares

    1.05% of the 13F portfolio, value $1,376,566.

    13F-HR 0002135539-26-000001 filed by SIMA Wealth Partners, 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 8,616 shares
    Change vs previous 13F +5 shares

    1.25% of the 13F portfolio, value $1,645,596.

    13F-HR 0002135539-26-000003 filed by SIMA Wealth Partners, 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 8,611 shares
    Change vs previous 13F -68 shares

    1.23% of the 13F portfolio, value $1,605,891.

    13F-HR 0002135539-26-000004 filed by SIMA Wealth Partners, 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 8,679 shares
    Change vs previous 13F -2,559 shares

    1.24% of the 13F portfolio, value $1,533,951.

    13F-HR 0002135539-26-000006 filed by SIMA Wealth Partners, 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 11,238 shares
    Change vs previous 13F 0 shares

    1.61% of the 13F portfolio, value $1,941,276.

    13F-HR 0002135539-26-000007 filed by SIMA Wealth Partners, 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 11,238 shares
    Change vs previous 13F -174 shares

    1.62% of the 13F portfolio, value $1,902,617.

    13F-HR 0002135539-26-000008 filed by SIMA Wealth Partners, 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 11,412 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $1,992,217.

    13F-HR 0002135539-26-000009 filed by SIMA Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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