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DHK Financial Advisors, Inc.: VPU position timeline

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

DHK Financial Advisors, Inc. held 22,366 VPU shares at 2025-06-30 per its 13F-HR filed 2025-08-14.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 22,366 shares
    Change vs previous 13F +3,056 shares

    2.27% of the 13F portfolio, value $3,947,800.

    13F-HR 0001951757-25-001088 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 19,310 shares
    Change vs previous 13F +139 shares

    1.81% of the 13F portfolio, value $3,298,405.

    13F-HR 0001951757-25-000296 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 19,171 shares
    Change vs previous 13F +292 shares

    1.9% of the 13F portfolio, value $3,132,861.

    13F-HR 0001951757-25-000097 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 18,879 shares
    Change vs previous 13F +158 shares

    2.03% of the 13F portfolio, value $3,310,689.

    13F-HR 0001951757-24-001112 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 18,721 shares
    Change vs previous 13F 0 shares

    1.95% of the 13F portfolio, value $2,792,449.

    13F-HR 0001951757-24-000726 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 18,721 shares
    Change vs previous 13F +144 shares

    1.89% of the 13F portfolio, value $2,669,176.

    13F-HR 0001951757-24-000445 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 18,577 shares
    Change vs previous 13F +357 shares

    1.91% of the 13F portfolio, value $2,546,355.

    13F-HR 0001951757-24-000120 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 18,220 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $2,345,868.

    13F-HR 0001951757-23-000666 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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