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Evensky & Katz LLC: VTHR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evensky & Katz LLC on VTHR, newest first. How the timeline and the estimate are built.

Evensky & Katz LLC held 40,556 VTHR 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 40,556 shares
    Change vs previous 13F -496 shares

    0.69% of the 13F portfolio, value $13,441,000.

    13F-HR 0001357867-26-000008 filed by Evensky & Katz 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 41,052 shares
    Change vs previous 13F -403 shares

    0.67% of the 13F portfolio, value $11,806,000.

    13F-HR 0001357867-26-000006 filed by Evensky & Katz 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 41,455 shares
    Change vs previous 13F -1,693 shares

    0.7% of the 13F portfolio, value $12,450,000.

    13F-HR 0001357867-26-000003 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 43,148 shares
    Change vs previous 13F -1,316 shares

    0.74% of the 13F portfolio, value $12,699,000.

    13F-HR 0001357867-25-000011 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 44,464 shares
    Change vs previous 13F +36,065 shares

    0.74% of the 13F portfolio, value $12,128,000.

    13F-HR 0001357867-25-000005 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 8,399 shares
    Change vs previous 13F -2,795 shares

    0.14% of the 13F portfolio, value $2,072,000.

    13F-HR 0001357867-25-000004 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 11,194 shares
    Change vs previous 13F -2,012 shares

    0.19% of the 13F portfolio, value $2,908,000.

    13F-HR 0001357867-25-000003 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 13,206 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,350,000.

    13F-HR 0001357867-24-000006 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

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