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Hillcrest Wealth Advisors - NY, LLC: VCIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hillcrest Wealth Advisors - NY, LLC on VCIT, newest first. How the timeline and the estimate are built.

Hillcrest Wealth Advisors - NY, LLC held 140,081 VCIT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 140,081 shares
    Change vs previous 13F +16,416 shares

    4.14% of the 13F portfolio, value $11,577,695.

    13F-HR 0001214659-26-008732 filed by Hillcrest Wealth Advisors - NY, 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 123,665 shares
    Change vs previous 13F +36,195 shares

    4.14% of the 13F portfolio, value $10,233,279.

    13F-HR 0001214659-26-005142 filed by Hillcrest Wealth Advisors - NY, 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 87,470 shares
    Change vs previous 13F +6,850 shares

    3.15% of the 13F portfolio, value $7,325,613.

    13F-HR 0001214659-26-000335 filed by Hillcrest Wealth Advisors - NY, 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 80,620 shares
    Change vs previous 13F +50 shares

    3.05% of the 13F portfolio, value $6,780,948.

    13F-HR 0001214659-25-015074 filed by Hillcrest Wealth Advisors - NY, 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 80,570 shares
    Change vs previous 13F -14,325 shares

    3.14% of the 13F portfolio, value $6,680,864.

    13F-HR 0001214659-25-010741 filed by Hillcrest Wealth Advisors - NY, 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 94,895 shares
    Change vs previous 13F -8,625 shares

    3.84% of the 13F portfolio, value $7,758,615.

    13F-HR 0001214659-25-006208 filed by Hillcrest Wealth Advisors - NY, 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 103,520 shares
    Change vs previous 13F +58,015 shares

    3.95% of the 13F portfolio, value $8,309,550.

    13F-HR 0001214659-25-000974 filed by Hillcrest Wealth Advisors - NY, 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 45,505 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $3,811,044.

    13F-HR 0001214659-24-017621 filed by Hillcrest Wealth Advisors - NY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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