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Altura Wealth Advisors Inc.: VFH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Altura Wealth Advisors Inc. on VFH, newest first. How the timeline and the estimate are built.

Altura Wealth Advisors Inc. held 44,706 VFH shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,706 shares
    Change vs previous 13F +4,998 shares

    1.98% of the 13F portfolio, value $5,883,346.

    13F-HR 0001420506-26-001269 filed by Altura Wealth Advisors Inc.
    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 39,708 shares
    Change vs previous 13F +2,009 shares

    2.09% of the 13F portfolio, value $4,797,179.

    13F-HR 0001420506-26-000933 filed by Altura Wealth Advisors Inc.
    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 37,699 shares
    Change vs previous 13F +4,331 shares

    2.17% of the 13F portfolio, value $5,032,503.

    13F-HR 0001420506-26-000152 filed by Altura Wealth Advisors Inc.
    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 33,368 shares
    Change vs previous 13F +5,531 shares

    2.09% of the 13F portfolio, value $4,379,211.

    13F-HR 0001420506-25-003184 filed by Altura Wealth Advisors Inc.
    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 27,837 shares
    Change vs previous 13F +69 shares

    1.98% of the 13F portfolio, value $3,543,709.

    13F-HR 0001420506-25-001963 filed by Altura Wealth Advisors Inc.
    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 27,768 shares
    Change vs previous 13F +6,309 shares

    2.2% of the 13F portfolio, value $3,317,470.

    13F-HR 0001420506-25-000855 filed by Altura Wealth Advisors Inc.
    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 21,459 shares
    Change vs previous 13F -3,448 shares

    1.87% of the 13F portfolio, value $2,533,656.

    13F-HR 0001420506-25-000292 filed by Altura Wealth Advisors Inc.
    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 24,907 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $2,737,528.

    13F-HR 0001941040-24-000486 filed by Altura Wealth Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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