Skip to content
Disclosery

SVB WEALTH LLC: VTWO position timeline

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

SVB WEALTH LLC held 132,310 VTWO shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 132,310 shares
    Change vs previous 13F -14,494 shares

    1.01% of the 13F portfolio, value $16,065,073.

    13F-HR 0001626116-26-000003 filed by SVB 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 146,804 shares
    Change vs previous 13F -4,984 shares

    0.97% of the 13F portfolio, value $14,705,404.

    13F-HR 0001626116-26-000002 filed by SVB 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 151,788 shares
    Change vs previous 13F +4,462 shares

    0.89% of the 13F portfolio, value $15,105,921.

    13F-HR 0001626116-26-000001 filed by SVB 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 147,326 shares
    Change vs previous 13F -3,142 shares

    0.78% of the 13F portfolio, value $14,411,399.

    13F-HR 0001626116-25-000005 filed by SVB 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 150,468 shares
    Change vs previous 13F -24,880 shares

    0.7% of the 13F portfolio, value $13,123,773.

    13F-HR 0001626116-25-000004 filed by SVB 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 175,348 shares
    Change vs previous 13F +33,069 shares

    0.58% of the 13F portfolio, value $14,141,816.

    13F-HR 0001626116-25-000003 filed by SVB 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 142,279 shares
    Change vs previous 13F +106,429 shares

    0.24% of the 13F portfolio, value $12,709,750.

    13F-HR 0001626116-25-000001 filed by SVB 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 35,850 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $3,203,531.

    13F-HR 0001626116-24-000008 filed by SVB WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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