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Successful Portfolios LLC: VT position timeline

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

Successful Portfolios LLC held 11,384 VT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,384 shares
    Change vs previous 13F -437 shares

    0.84% of the 13F portfolio, value $1,821,040.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,821 shares
    Change vs previous 13F +734 shares

    0.87% of the 13F portfolio, value $1,859,880.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios 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 11,087 shares
    Change vs previous 13F -228 shares

    0.83% of the 13F portfolio, value $1,513,062.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 11,315 shares
    Change vs previous 13F +86 shares

    0.83% of the 13F portfolio, value $1,636,006.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 11,229 shares
    Change vs previous 13F +2,945 shares

    0.9% of the 13F portfolio, value $1,547,306.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,284 shares
    Change vs previous 13F +40 shares

    0.65% of the 13F portfolio, value $1,064,603.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 8,244 shares
    Change vs previous 13F -75 shares

    0.65% of the 13F portfolio, value $955,888.

    13F-HR 0001085146-25-002063 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 8,319 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $977,304.

    13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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