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Successful Portfolios LLC: VV position timeline

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

Successful Portfolios LLC held 886 VV 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 886 shares
    Change vs previous 13F +1 shares

    0.15% of the 13F portfolio, value $316,887.

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

  2. period ended2026-06-30
    13F 885 shares
    Change vs previous 13F -17 shares

    0.14% of the 13F portfolio, value $307,615.

    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 902 shares
    Change vs previous 13F +16 shares

    0.15% of the 13F portfolio, value $269,090.

    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 886 shares
    Change vs previous 13F +69 shares

    0.14% of the 13F portfolio, value $283,582.

    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 817 shares
    Change vs previous 13F +114 shares

    0.15% of the 13F portfolio, value $251,522.

    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 703 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $200,566.

    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).