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Xcelsior Advisor Partners LLC: VTV position timeline

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

Xcelsior Advisor Partners LLC held 39,071 VTV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,071 shares
    Change vs previous 13F +5,236 shares

    1.12% of the 13F portfolio, value $8,514,788.

    13F-HR 0001420506-26-001781 filed by Xcelsior Advisor Partners 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 33,835 shares
    Change vs previous 13F +3,752 shares

    2.54% of the 13F portfolio, value $6,638,427.

    13F-HR 0001986152-26-000087 filed by Xcelsior Advisor Partners 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 30,083 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $5,745,552.

    13F-HR 0001986152-26-000034 filed by Xcelsior Advisor Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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