Question 1

How many shares of TDVG does &PARTNERS own?

Accepted Answer

As of 2026-Q2, &PARTNERS holds 31,165 shares of TDVG (T ROWE PRICE EXCHANGE-TRADED).

Question 2

What is &PARTNERS's TDVG position worth?

Accepted Answer

As of 2026-Q2, &PARTNERS's TDVG position is worth $1.5M.

Question 3

Is &PARTNERS buying or selling TDVG?

Accepted Answer

In 2026-Q2, &PARTNERS increased their TDVG position (+12.0% change in shares).

Question 4

When did &PARTNERS first buy TDVG?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in TDVG in 2024-Q3. They have held the position across 8 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	31,165	+12.0%	$1.5M	0.0%	$49.03	29
2026-Q1	Increased	27,831	+3.5%	$1.2M	0.0%	$46.63	26
2025-Q4	Increased	26,903	+5.0%	$1.2M	0.0%	$45.30	27
2025-Q3	Increased	25,610	+9.3%	$1.1M	0.0%	$43.64	28
2025-Q2	Increased	23,433	+7.8%	$993,108	0.0%	$41.91	27
2025-Q1	Increased	21,735	+7.3%	$868,741	0.0%	$39.67	27
2024-Q4	Increased	20,266	+43.8%	$805,972	0.0%	$39.15	33
2024-Q3	New	14,089	-	$577,065	0.0%	$40.24	34

TDVG8 quarters

TDVG
8 quarters