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SIMS INVESTMENT MANAGEMENT, LLC: VTV position timeline

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

SIMS INVESTMENT MANAGEMENT, LLC held 35,469 VTV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 35,469 shares
    Change vs previous 13F +3,704 shares

    2.39% of the 13F portfolio, value $7,664,216.

    13F-HR 0002053807-26-000007 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 31,765 shares
    Change vs previous 13F +9,018 shares

    2.14% of the 13F portfolio, value $6,922,534.

    13F-HR 0002053807-26-000005 filed by SIMS INVESTMENT 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 ended2026-03-31
    13F 22,747 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $4,462,965.

    13F-HR 0002053807-26-000004 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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