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Altura Wealth Advisors Inc.: VHT position timeline

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

Altura Wealth Advisors Inc. held 11,333 VHT 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 11,333 shares
    Change vs previous 13F +1,060 shares

    1.14% of the 13F portfolio, value $3,388,660.

    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 10,273 shares
    Change vs previous 13F -3,843 shares

    1.22% of the 13F portfolio, value $2,797,699.

    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 14,116 shares
    Change vs previous 13F +1,695 shares

    1.75% of the 13F portfolio, value $4,063,370.

    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 12,421 shares
    Change vs previous 13F +3,000 shares

    1.54% of the 13F portfolio, value $3,224,590.

    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 9,421 shares
    Change vs previous 13F -2,614 shares

    1.31% of the 13F portfolio, value $2,339,683.

    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 12,035 shares
    Change vs previous 13F +3,393 shares

    2.11% of the 13F portfolio, value $3,186,040.

    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 8,642 shares
    Change vs previous 13F -691 shares

    1.62% of the 13F portfolio, value $2,192,343.

    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 9,333 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $2,633,709.

    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).