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Disclosery

HFR Wealth Management, LLC: VLTO position timeline

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

HFR Wealth Management, LLC held 106,782 VLTO 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 106,782 shares
    Change vs previous 13F -3,569 shares

    2.31% of the 13F portfolio, value $9,469,431.

    13F-HR 0001877822-26-000006 filed by HFR Wealth Management, 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 110,351 shares
    Change vs previous 13F -2,640 shares

    2.4% of the 13F portfolio, value $9,757,238.

    13F-HR 0001877822-26-000004 filed by HFR Wealth Management, 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 112,991 shares
    Change vs previous 13F -4,274 shares

    2.66% of the 13F portfolio, value $11,274,242.

    13F-HR 0001877822-26-000002 filed by HFR Wealth Management, 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 117,265 shares
    Change vs previous 13F +105,616 shares

    2.87% of the 13F portfolio, value $12,501,622.

    13F-HR 0001877822-25-000011 filed by HFR Wealth Management, 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 11,649 shares
    Change vs previous 13F -66 shares

    0.28% of the 13F portfolio, value $1,175,967.

    13F-HR 0001877822-25-000006 filed by HFR Wealth Management, 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 11,715 shares
    Change vs previous 13F -37 shares

    0.28% of the 13F portfolio, value $1,141,627.

    13F-HR 0001877822-25-000004 filed by HFR Wealth Management, 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 11,752 shares
    Change vs previous 13F -144 shares

    0.3% of the 13F portfolio, value $1,196,941.

    13F-HR 0001877822-25-000002 filed by HFR Wealth Management, 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 11,896 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,330,687.

    13F-HR 0001877822-24-000008 filed by HFR Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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