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Councilor Wealth, LLC: VHT position timeline

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

Councilor Wealth, LLC held 3,737 VHT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,737 shares
    Change vs previous 13F +1 shares

    0.49% of the 13F portfolio, value $1,181,217.

    13F-HR 0001172661-26-004454 filed by Councilor Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,736 shares
    Change vs previous 13F +1 shares

    0.45% of the 13F portfolio, value $1,117,243.

    13F-HR 0001172661-26-002707 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,735 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $1,017,376.

    13F-HR 0001172661-26-001795 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,735 shares
    Change vs previous 13F -896 shares

    0.51% of the 13F portfolio, value $1,075,148.

    13F-HR 0001172661-26-000354 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,631 shares
    Change vs previous 13F +5 shares

    0.56% of the 13F portfolio, value $1,202,285.

    13F-HR 0001172661-25-004615 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,626 shares
    Change vs previous 13F +223 shares

    0.54% of the 13F portfolio, value $1,148,919.

    13F-HR 0001172661-25-002765 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,403 shares
    Change vs previous 13F +3 shares

    0.58% of the 13F portfolio, value $1,165,863.

    13F-HR 0001172661-25-001499 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,400 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,116,415.

    13F-HR 0001172661-25-000598 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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