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Disclosery

Delta Financial Group, Inc.: VHT position timeline

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

Delta Financial Group, Inc. held 17,509 VHT shares at 2025-03-31 per its 13F-HR filed 2025-05-09.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 17,509 shares
    Change vs previous 13F +1,545 shares

    1.08% of the 13F portfolio, value $4,716,000.

    13F-HR 0001965718-25-000003 filed by Delta Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 15,964 shares
    Change vs previous 13F +2,813 shares

    0.95% of the 13F portfolio, value $4,050,000.

    13F-HR 0001965718-25-000001 filed by Delta Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 13,151 shares
    Change vs previous 13F +501 shares

    1.38% of the 13F portfolio, value $3,711,000.

    13F-HR 0001965718-24-000005 filed by Delta Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 12,650 shares
    Change vs previous 13F +823 shares

    1.41% of the 13F portfolio, value $3,365,000.

    13F-HR 0001965718-24-000004 filed by Delta Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 11,827 shares
    Change vs previous 13F +1,078 shares

    0.94% of the 13F portfolio, value $3,199,000.

    13F-HR 0001965718-24-000002 filed by Delta Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 10,749 shares
    Change vs previous 13F +868 shares

    0.85% of the 13F portfolio, value $2,695,000.

    13F-HR 0001965718-24-000001 filed by Delta Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 9,881 shares
    Change vs previous 13F +1,319 shares

    0.8% of the 13F portfolio, value $2,323,000.

    13F-HR 0001965798-23-000004 filed by Delta Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 8,562 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $2,096,000.

    13F-HR 0001965718-23-000005 filed by Delta Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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