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Lebenthal Global Advisors, LLC: VTV position timeline

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

Lebenthal Global Advisors, LLC held 145,753 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 145,753 shares
    Change vs previous 13F +431 shares

    4.28% of the 13F portfolio, value $31,763,850.

    13F-HR 0001172661-26-002954 filed by Lebenthal Global Advisors, 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 145,322 shares
    Change vs previous 13F +1,284 shares

    4.15% of the 13F portfolio, value $28,512,235.

    13F-HR 0001172661-26-001968 filed by Lebenthal Global Advisors, 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 144,038 shares
    Change vs previous 13F +3,327 shares

    4.25% of the 13F portfolio, value $27,509,907.

    13F-HR 0001172661-26-000362 filed by Lebenthal Global Advisors, 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 140,711 shares
    Change vs previous 13F +2,507 shares

    4.59% of the 13F portfolio, value $26,241,141.

    13F-HR 0001172661-25-004569 filed by Lebenthal Global Advisors, 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 138,204 shares
    Change vs previous 13F +13,908 shares

    4.56% of the 13F portfolio, value $24,426,125.

    13F-HR 0001172661-25-003363 filed by Lebenthal Global Advisors, 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 124,296 shares
    Change vs previous 13F +3,606 shares

    4.02% of the 13F portfolio, value $21,470,823.

    13F-HR 0001172661-25-001918 filed by Lebenthal Global Advisors, 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 120,690 shares
    Change vs previous 13F -3 shares

    3.73% of the 13F portfolio, value $20,432,867.

    13F-HR 0001172661-25-000303 filed by Lebenthal Global Advisors, 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 120,693 shares
    Change vs previous 13F not available

    4.28% of the 13F portfolio, value $21,069,379.

    13F-HR 0001172661-24-004375 filed by Lebenthal Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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