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DHK Financial Advisors, Inc.: VT position timeline

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

DHK Financial Advisors, Inc. held 122,314 VT 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 122,314 shares
    Change vs previous 13F +350 shares

    9.04% of the 13F portfolio, value $15,719,746.

    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 121,964 shares
    Change vs previous 13F -19,400 shares

    7.76% of the 13F portfolio, value $14,141,744.

    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 141,364 shares
    Change vs previous 13F -5,247 shares

    10.08% of the 13F portfolio, value $16,607,413.

    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 146,611 shares
    Change vs previous 13F +346 shares

    10.76% of the 13F portfolio, value $17,549,378.

    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 146,265 shares
    Change vs previous 13F -23,097 shares

    11.5% of the 13F portfolio, value $16,473,843.

    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 169,362 shares
    Change vs previous 13F -74 shares

    13.25% of the 13F portfolio, value $18,714,506.

    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 169,436 shares
    Change vs previous 13F +942 shares

    13.07% of the 13F portfolio, value $17,431,606.

    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 168,494 shares
    Change vs previous 13F not available

    13.99% of the 13F portfolio, value $15,700,237.

    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).