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Stephens Consulting, LLC: VTV position timeline

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

Stephens Consulting, LLC held 115,522 VTV shares at 2025-12-31 per its 13F-HR filed 2026-01-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 115,522 shares
    Change vs previous 13F +13 shares

    7.13% of the 13F portfolio, value $22,063,503.

    13F-HR 0001961632-26-000001 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 115,509 shares
    Change vs previous 13F -89,896 shares

    7.43% of the 13F portfolio, value $21,541,258.

    13F-HR 0001961632-25-000006 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 205,405 shares
    Change vs previous 13F +1,515 shares

    8.66% of the 13F portfolio, value $36,303,232.

    13F-HR 0001961632-25-000004 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 203,890 shares
    Change vs previous 13F +5,018 shares

    8.86% of the 13F portfolio, value $35,220,042.

    13F-HR 0001961632-25-000001 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 198,872 shares
    Change vs previous 13F -94 shares

    8.44% of the 13F portfolio, value $33,669,031.

    13F-HR 0001842787-25-000002 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 198,966 shares
    Change vs previous 13F +3,798 shares

    8.91% of the 13F portfolio, value $34,733,431.

    13F-HR 0001961632-24-000006 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 195,168 shares
    Change vs previous 13F +7,732 shares

    8.92% of the 13F portfolio, value $31,306,938.

    13F-HR 0001961632-24-000005 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 187,436 shares
    Change vs previous 13F not available

    9.37% of the 13F portfolio, value $30,525,837.

    13F-HR 0001961632-24-000002 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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