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Disclosery

BROWN, LISLE/CUMMINGS, INC.: VHT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BROWN, LISLE/CUMMINGS, INC. on VHT, newest first. How the timeline and the estimate are built.

BROWN, LISLE/CUMMINGS, INC. held 7,025 VHT shares at 2026-06-30 per its 13F-HR filed 2026-09-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,025 shares
    Change vs previous 13F +510 shares

    0.47% of the 13F portfolio, value $2,100,545.

    13F-HR 0000014745-26-000006 filed by BROWN, LISLE/CUMMINGS, INC.
    Accepted , ingested

  2. period ended2026-03-31
    13F 6,515 shares
    Change vs previous 13F +630 shares

    0.44% of the 13F portfolio, value $1,774,230.

    13F-HR 0000014745-26-000003 filed by BROWN, LISLE/CUMMINGS, 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 5,885 shares
    Change vs previous 13F +1,355 shares

    0.42% of the 13F portfolio, value $1,693,997.

    13F-HR 0000014745-26-000001 filed by BROWN, LISLE/CUMMINGS, 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 4,530 shares
    Change vs previous 13F -445 shares

    0.3% of the 13F portfolio, value $1,175,988.

    13F-HR 0000014745-25-000008 filed by BROWN, LISLE/CUMMINGS, 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 4,975 shares
    Change vs previous 13F +25 shares

    0.33% of the 13F portfolio, value $1,235,492.

    13F-HR 0000014745-25-000006 filed by BROWN, LISLE/CUMMINGS, 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 4,950 shares
    Change vs previous 13F +75 shares

    0.38% of the 13F portfolio, value $1,310,414.

    13F-HR 0000014745-25-000005 filed by BROWN, LISLE/CUMMINGS, 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 4,875 shares
    Change vs previous 13F +70 shares

    0.37% of the 13F portfolio, value $1,236,739.

    13F-HR 0000014745-25-000001 filed by BROWN, LISLE/CUMMINGS, 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 4,805 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,355,971.

    13F-HR 0000014745-24-000014 filed by BROWN, LISLE/CUMMINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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