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Disclosery

Capital Squared Financial LLC: VHT position timeline

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

Capital Squared Financial LLC held 1,103 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 1,103 shares
    Change vs previous 13F +4 shares

    0.22% of the 13F portfolio, value $329,807.

    13F-HR 0002128691-26-000005 filed by Capital Squared Financial 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 1,099 shares
    Change vs previous 13F -428 shares

    0.23% of the 13F portfolio, value $299,392.

    13F-HR 0002128691-26-000004 filed by Capital Squared Financial 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 1,527 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $439,609.

    13F-HR 0002128691-26-000003 filed by Capital Squared Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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