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Disclosery

Western Reserve Capital Management, LLC: VTV position timeline

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

Western Reserve Capital Management, LLC held 5,412 VTV shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,412 shares
    Change vs previous 13F -28 shares

    0.83% of the 13F portfolio, value $1,169,425.

    13F-HR 0002110357-26-000005 filed by Western Reserve Capital Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,440 shares
    Change vs previous 13F +570 shares

    0.88% of the 13F portfolio, value $1,185,539.

    13F-HR 0002110357-26-000003 filed by Western Reserve Capital 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 ended2026-03-31
    13F 4,870 shares
    Change vs previous 13F -106 shares

    0.78% of the 13F portfolio, value $955,494.

    13F-HR 0002110357-26-000002 filed by Western Reserve Capital 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 ended2025-12-31
    13F 4,976 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $950,366.

    13F-HR 0002110357-26-000001 filed by Western Reserve Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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