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Disclosery

Wealth Group Ltd: VTV position timeline

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

Wealth Group Ltd held 2,588 VTV shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,588 shares
    Change vs previous 13F +2 shares

    0.1% of the 13F portfolio, value $562,177.

    13F-HR 0002010748-26-000006 filed by Wealth Group Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,586 shares
    Change vs previous 13F +148 shares

    0.11% of the 13F portfolio, value $563,558.

    13F-HR 0002010748-26-000003 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,438 shares
    Change vs previous 13F -4 shares

    0.11% of the 13F portfolio, value $478,311.

    13F-HR 0002010748-26-000002 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,442 shares
    Change vs previous 13F +182 shares

    0.1% of the 13F portfolio, value $466,466.

    13F-HR 0002010748-26-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,260 shares
    Change vs previous 13F +13 shares

    0.1% of the 13F portfolio, value $421,380.

    13F-HR 0002010748-25-000006 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,247 shares
    Change vs previous 13F -20 shares

    0.1% of the 13F portfolio, value $397,155.

    13F-HR 0002010748-25-000003 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,267 shares
    Change vs previous 13F +22 shares

    0.11% of the 13F portfolio, value $391,621.

    13F-HR 0002010748-25-000002 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,245 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $380,154.

    13F-HR 0002010748-25-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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