Skip to content
Disclosery

Towerpoint Wealth, LLC: VTV position timeline

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

Towerpoint Wealth, LLC held 144,190 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 144,190 shares
    Change vs previous 13F -9,142 shares

    10.92% of the 13F portfolio, value $31,423,381.

    13F-HR 0001731445-26-000004 filed by Towerpoint 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 153,332 shares
    Change vs previous 13F -7,780 shares

    12.14% of the 13F portfolio, value $30,083,655.

    13F-HR 0001731445-26-000002 filed by Towerpoint 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 161,112 shares
    Change vs previous 13F +4,168 shares

    12.18% of the 13F portfolio, value $30,770,790.

    13F-HR 0001731445-26-000001 filed by Towerpoint 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 156,944 shares
    Change vs previous 13F +5,427 shares

    11.98% of the 13F portfolio, value $29,268,514.

    13F-HR 0001085146-25-005830 filed by Towerpoint 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 151,517 shares
    Change vs previous 13F +4,323 shares

    11.87% of the 13F portfolio, value $26,779,125.

    13F-HR 0001085146-25-003692 filed by Towerpoint 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 147,194 shares
    Change vs previous 13F +5,507 shares

    12.6% of the 13F portfolio, value $25,426,265.

    13F-HR 0001085146-25-001961 filed by Towerpoint 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 141,687 shares
    Change vs previous 13F -1,935 shares

    11.75% of the 13F portfolio, value $23,987,689.

    13F-HR 0001085146-25-000191 filed by Towerpoint 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 143,622 shares
    Change vs previous 13F not available

    11.88% of the 13F portfolio, value $25,072,073.

    13F-HR 0001085146-24-004735 filed by Towerpoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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