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Kestra Advisory Services, LLC: VTWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on VTWV, newest first. How the timeline and the estimate are built.

Kestra Advisory Services, LLC held 21,241 VTWV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,241 shares
    Change vs previous 13F -17,579 shares

    0.01% of the 13F portfolio, value $4,151,324.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,000 shares
    • Kestra Advisory Services, LLC: 18,241 shares

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

  2. period ended2026-03-31
    13F 38,820 shares
    Change vs previous 13F -224 shares

    0.02% of the 13F portfolio, value $6,491,523.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,000 shares
    • Kestra Advisory Services, LLC: 35,820 shares

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

  3. period ended2025-12-31
    13F 39,044 shares
    Change vs previous 13F +285 shares

    0.02% of the 13F portfolio, value $6,244,303.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,000 shares
    • Kestra Advisory Services, LLC: 36,044 shares

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

  4. period ended2025-09-30
    13F 38,759 shares
    Change vs previous 13F +148 shares

    0.02% of the 13F portfolio, value $6,041,401.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,000 shares
    • Kestra Advisory Services, LLC: 35,759 shares

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

  5. period ended2025-06-30
    13F 38,611 shares
    Change vs previous 13F +373 shares

    0.02% of the 13F portfolio, value $5,370,342.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,000 shares
    • Kestra Advisory Services, LLC: 35,611 shares

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

  6. period ended2025-03-31
    13F 38,238 shares
    Change vs previous 13F +775 shares

    0.02% of the 13F portfolio, value $5,089,096.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,387 shares
    • Kestra Advisory Services, LLC: 34,851 shares

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

  7. period ended2024-12-31
    13F 37,463 shares
    Change vs previous 13F -453 shares

    0.02% of the 13F portfolio, value $5,417,524.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,000 shares
    • Kestra Advisory Services, LLC: 34,463 shares

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

  8. period ended2024-09-30
    13F 37,916 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,579,377.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,000 shares
    • Kestra Advisory Services, LLC: 34,916 shares

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