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Adaptive Financial Consulting, LLC: VHT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Adaptive Financial Consulting, LLC on VHT, newest first. How the timeline and the estimate are built.

Adaptive Financial Consulting, LLC held 44,515 VHT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,515 shares
    Change vs previous 13F +847 shares

    4.66% of the 13F portfolio, value $13,310,389.

    13F-HR 0001804717-26-000003 filed by Adaptive Financial Consulting, 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 43,668 shares
    Change vs previous 13F +1,207 shares

    4.55% of the 13F portfolio, value $11,892,056.

    13F-HR 0001804717-26-000002 filed by Adaptive Financial Consulting, 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 42,461 shares
    Change vs previous 13F +858 shares

    4.75% of the 13F portfolio, value $12,222,389.

    13F-HR 0001804717-26-000001 filed by Adaptive Financial Consulting, 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 41,603 shares
    Change vs previous 13F +1,626 shares

    4.32% of the 13F portfolio, value $10,800,240.

    13F-HR 0001804717-25-000002 filed by Adaptive Financial Consulting, 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 39,977 shares
    Change vs previous 13F +161 shares

    4.15% of the 13F portfolio, value $9,927,829.

    13F-HR 0001085146-25-004766 filed by Adaptive Financial Consulting, 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 39,816 shares
    Change vs previous 13F -988 shares

    4.51% of the 13F portfolio, value $10,540,606.

    13F-HR 0001085146-25-002586 filed by Adaptive Financial Consulting, 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 40,804 shares
    Change vs previous 13F -138 shares

    4.29% of the 13F portfolio, value $10,351,638.

    13F-HR 0001085146-25-000717 filed by Adaptive Financial Consulting, 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 40,942 shares
    Change vs previous 13F not available

    4.71% of the 13F portfolio, value $11,553,959.

    13F-HR 0001085146-24-005395 filed by Adaptive Financial Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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