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Disclosery

TAGStone Capital, Inc.: VTV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TAGStone Capital, Inc. on VTV, newest first. How the timeline and the estimate are built.

TAGStone Capital, Inc. held 24,448 VTV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,448 shares
    Change vs previous 13F +2,282 shares

    1.69% of the 13F portfolio, value $5,327,883.

    13F-HR 0001903044-26-000003 filed by TAGStone Capital, Inc.
    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 22,166 shares
    Change vs previous 13F +741 shares

    1.54% of the 13F portfolio, value $4,348,924.

    13F-HR 0001903044-26-000002 filed by TAGStone Capital, Inc.
    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 21,425 shares
    Change vs previous 13F +1,415 shares

    1.52% of the 13F portfolio, value $4,091,898.

    13F-HR 0001903044-26-000001 filed by TAGStone Capital, Inc.
    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 20,010 shares
    Change vs previous 13F +815 shares

    1.49% of the 13F portfolio, value $3,750,595.

    13F-HR 0001903044-25-000007 filed by TAGStone Capital, Inc.
    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 19,195 shares
    Change vs previous 13F +3,890 shares

    1.41% of the 13F portfolio, value $3,416,570.

    13F-HR 0001903044-25-000006 filed by TAGStone Capital, Inc.
    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 15,305 shares
    Change vs previous 13F +1,055 shares

    1.3% of the 13F portfolio, value $2,644,000.

    13F-HR 0001903044-25-000002 filed by TAGStone Capital, Inc.
    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 14,250 shares
    Change vs previous 13F +1,442 shares

    1.19% of the 13F portfolio, value $2,413,000.

    13F-HR 0001903044-25-000001 filed by TAGStone Capital, Inc.
    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 12,808 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $2,236,000.

    13F-HR 0001903044-24-000004 filed by TAGStone Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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