Skip to content
Disclosery

Strategies Wealth Advisors, LLC: VTV position timeline

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

Strategies Wealth Advisors, LLC held 726,738 VTV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 726,738 shares
    Change vs previous 13F -15,382 shares

    14.17% of the 13F portfolio, value $158,378,101.

    13F-HR 0001976435-26-000004 filed by Strategies Wealth 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 742,120 shares
    Change vs previous 13F +14,152 shares

    14.63% of the 13F portfolio, value $145,603,865.

    13F-HR 0001976435-26-000003 filed by Strategies Wealth 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 727,968 shares
    Change vs previous 13F +32,333 shares

    13.93% of the 13F portfolio, value $139,034,579.

    13F-HR 0001976435-26-000001 filed by Strategies Wealth 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 695,635 shares
    Change vs previous 13F +7,895 shares

    13.49% of the 13F portfolio, value $129,728,997.

    13F-HR 0000905729-25-000182 filed by Strategies Wealth 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 687,740 shares
    Change vs previous 13F -1,377 shares

    13.28% of the 13F portfolio, value $121,551,109.

    13F-HR 0000905729-25-000134 filed by Strategies Wealth 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 689,117 shares
    Change vs previous 13F +26,924 shares

    14.54% of the 13F portfolio, value $119,038,008.

    13F-HR 0000905729-25-000093 filed by Strategies Wealth 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 662,193 shares
    Change vs previous 13F +69,627 shares

    14.59% of the 13F portfolio, value $117,108,789.

    13F-HR 0000905729-25-000031 filed by Strategies Wealth 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 592,566 shares
    Change vs previous 13F not available

    13.84% of the 13F portfolio, value $103,444,204.

    13F-HR 0001976435-24-000007 filed by Strategies Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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