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Thrive Wealth Management, LLC: VTV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Thrive Wealth Management, LLC on VTV, newest first. How the timeline and the estimate are built.

Thrive Wealth Management, LLC held 869,143 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 869,143 shares
    Change vs previous 13F +7,419 shares

    24.37% of the 13F portfolio, value $189,412,283.

    13F-HR 0001847610-26-000005 filed by Thrive Wealth Management, 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 861,724 shares
    Change vs previous 13F +29,719 shares

    25.2% of the 13F portfolio, value $169,070,249.

    13F-HR 0001847610-26-000003 filed by Thrive Wealth Management, 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 832,005 shares
    Change vs previous 13F +30,745 shares

    23.35% of the 13F portfolio, value $158,904,726.

    13F-HR 0001847610-26-000001 filed by Thrive Wealth Management, 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 801,260 shares
    Change vs previous 13F +26,779 shares

    22.55% of the 13F portfolio, value $149,426,967.

    13F-HR 0001085146-25-005816 filed by Thrive Wealth Management, 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 774,481 shares
    Change vs previous 13F +23,392 shares

    22.1% of the 13F portfolio, value $136,881,847.

    13F-HR 0001085146-25-003624 filed by Thrive Wealth Management, 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 751,089 shares
    Change vs previous 13F -16,456 shares

    24.79% of the 13F portfolio, value $129,743,122.

    13F-HR 0001085146-25-002014 filed by Thrive Wealth Management, 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 767,545 shares
    Change vs previous 13F +17,230 shares

    23.37% of the 13F portfolio, value $129,945,363.

    13F-HR 0001085146-25-000262 filed by Thrive Wealth Management, 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 750,315 shares
    Change vs previous 13F not available

    24.03% of the 13F portfolio, value $130,982,467.

    13F-HR 0001085146-24-004646 filed by Thrive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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