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Focused Wealth Management, Inc: VHT position timeline

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

Focused Wealth Management, Inc held 3,865 VHT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,865 shares
    Change vs previous 13F -47 shares

    0.1% of the 13F portfolio, value $1,155,714.

    13F-HR 0002085853-26-000947 filed by Focused Wealth Management, Inc
    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 3,912 shares
    Change vs previous 13F -177 shares

    0.11% of the 13F portfolio, value $1,065,444.

    13F-HR 0002085853-26-000415 filed by Focused Wealth Management, Inc
    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 4,089 shares
    Change vs previous 13F -67 shares

    0.12% of the 13F portfolio, value $1,176,979.

    13F-HR 0002085853-26-000135 filed by Focused Wealth Management, Inc
    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 4,156 shares
    Change vs previous 13F -130 shares

    0.12% of the 13F portfolio, value $1,078,957.

    13F-HR 0002085853-25-000057 filed by Focused Wealth Management, Inc
    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 4,286 shares
    Change vs previous 13F -90 shares

    0.13% of the 13F portfolio, value $1,064,303.

    13F-HR 0001667731-25-000798 filed by Focused Wealth Management, Inc
    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 4,376 shares
    Change vs previous 13F -461 shares

    0.16% of the 13F portfolio, value $1,158,341.

    13F-HR 0001667731-25-000566 filed by Focused Wealth Management, Inc
    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 4,837 shares
    Change vs previous 13F -213 shares

    0.17% of the 13F portfolio, value $1,227,160.

    13F-HR 0001667731-25-000144 filed by Focused Wealth Management, Inc
    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 5,050 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,425,122.

    13F-HR 0001586052-24-000004 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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