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Disclosery

Stone Summit Wealth LLC: VTV position timeline

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

Stone Summit Wealth LLC held 88,161 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,161 shares
    Change vs previous 13F -1,360 shares

    4.88% of the 13F portfolio, value $19,212,927.

    13F-HR 0001754960-26-000614 filed by Stone Summit Wealth 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 89,521 shares
    Change vs previous 13F -5,614 shares

    4.89% of the 13F portfolio, value $17,564,020.

    13F-HR 0002085853-26-000460 filed by Stone Summit Wealth 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 95,135 shares
    Change vs previous 13F -498 shares

    4.93% of the 13F portfolio, value $18,169,834.

    13F-HR 0002085853-26-000102 filed by Stone Summit Wealth 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 95,633 shares
    Change vs previous 13F +4,322 shares

    5.06% of the 13F portfolio, value $17,834,511.

    13F-HR 0002085853-25-000137 filed by Stone Summit Wealth 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 91,311 shares
    Change vs previous 13F -780 shares

    5% of the 13F portfolio, value $16,138,346.

    13F-HR 0001667731-25-000854 filed by Stone Summit Wealth 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 92,091 shares
    Change vs previous 13F -634 shares

    5.39% of the 13F portfolio, value $15,907,838.

    13F-HR 0001667731-25-000518 filed by Stone Summit Wealth 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 92,725 shares
    Change vs previous 13F -1,083 shares

    5.27% of the 13F portfolio, value $15,698,307.

    13F-HR 0001667731-25-000149 filed by Stone Summit Wealth 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 93,808 shares
    Change vs previous 13F not available

    5.28% of the 13F portfolio, value $16,376,129.

    13F-HR 0001908192-24-000004 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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