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Disclosery

TL Private Wealth: VTV position timeline

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

TL Private Wealth held 225,992 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 225,992 shares
    Change vs previous 13F -2,522 shares

    18.2% of the 13F portfolio, value $49,621,046.

    13F-HR 0001802868-26-000004 filed by TL Private Wealth
    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 228,514 shares
    Change vs previous 13F -6,662 shares

    18.15% of the 13F portfolio, value $46,002,221.

    13F-HR 0001802868-26-000003 filed by TL Private Wealth
    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/A 235,176 shares
    Change vs previous 13F +2,263 shares

    17.82% of the 13F portfolio, value $46,287,333.

    13F-HR/A 0001802868-26-000002 filed by TL Private Wealth
    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 232,913 shares
    Change vs previous 13F +993 shares

    17.24% of the 13F portfolio, value $42,981,680.

    13F-HR 0001802868-25-000010 filed by TL Private Wealth
    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 231,920 shares
    Change vs previous 13F +4,649 shares

    17.16% of the 13F portfolio, value $41,328,079.

    13F-HR 0001802868-25-000004 filed by TL Private Wealth
    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 227,271 shares
    Change vs previous 13F +4,646 shares

    17.3% of the 13F portfolio, value $34,924,744.

    13F-HR 0001802868-25-000003 filed by TL Private Wealth
    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 222,625 shares
    Change vs previous 13F -4,100 shares

    17.19% of the 13F portfolio, value $38,391,745.

    13F-HR 0001802868-25-000001 filed by TL Private Wealth
    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 226,725 shares
    Change vs previous 13F not available

    17.59% of the 13F portfolio, value $39,293,764.

    13F-HR 0001802868-24-000005 filed by TL Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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