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Disclosery

Taylor Financial Group, Inc.: VTV position timeline

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

Taylor Financial Group, Inc. held 15,603 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,603 shares
    Change vs previous 13F +89 shares

    1.87% of the 13F portfolio, value $3,400,362.

    13F-HR 0001172661-26-002782 filed by Taylor Financial Group, 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 15,514 shares
    Change vs previous 13F -128 shares

    1.84% of the 13F portfolio, value $3,043,847.

    13F-HR 0001172661-26-001849 filed by Taylor Financial Group, 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 15,642 shares
    Change vs previous 13F +151 shares

    1.76% of the 13F portfolio, value $2,987,466.

    13F-HR 0001172661-26-000508 filed by Taylor Financial Group, 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 15,491 shares
    Change vs previous 13F +886 shares

    1.66% of the 13F portfolio, value $2,888,917.

    13F-HR 0001172661-25-004521 filed by Taylor Financial Group, 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 14,605 shares
    Change vs previous 13F +1,671 shares

    1.61% of the 13F portfolio, value $2,581,238.

    13F-HR 0001172661-25-002842 filed by Taylor Financial Group, 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 12,934 shares
    Change vs previous 13F +614 shares

    1.55% of the 13F portfolio, value $2,234,219.

    13F-HR 0001172661-25-001677 filed by Taylor Financial Group, 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 12,320 shares
    Change vs previous 13F +1,609 shares

    1.44% of the 13F portfolio, value $2,085,854.

    13F-HR 0001172661-25-000633 filed by Taylor Financial Group, 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 10,711 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $1,869,819.

    13F-HR 0001172661-24-004565 filed by Taylor Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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