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Disclosery

BigSur Wealth Management LLC: VHT position timeline

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

BigSur Wealth Management LLC held 4,700 VHT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,700 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $1,405,347.

    13F-HR 0001398344-26-012137 filed by BigSur Wealth Management 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 4,700 shares
    Change vs previous 13F +1,000 shares

    0.36% of the 13F portfolio, value $1,279,951.

    13F-HR 0001398344-26-006828 filed by BigSur Wealth Management 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 3,700 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $1,065,045.

    13F-HR 0001398344-26-001298 filed by BigSur Wealth Management 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 3,700 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $960,520.

    13F-HR 0001398344-25-019122 filed by BigSur Wealth Management 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 3,700 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $918,858.

    13F-HR 0001398344-25-013158 filed by BigSur Wealth Management 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 3,700 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $979,501.

    13F-HR 0001398344-25-007207 filed by BigSur Wealth Management 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 3,700 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $938,653.

    13F-HR 0001398344-25-000735 filed by BigSur Wealth Management 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 3,700 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,048,456.

    13F-HR 0001398344-24-018923 filed by BigSur Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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