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Hillcrest Wealth Advisors - NY, LLC: VEA position timeline

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

Hillcrest Wealth Advisors - NY, LLC held 293,551 VEA 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 293,551 shares
    Change vs previous 13F -1,532 shares

    7.49% of the 13F portfolio, value $20,915,495.

    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 295,083 shares
    Change vs previous 13F +36,000 shares

    7.66% of the 13F portfolio, value $18,908,919.

    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 259,083 shares
    Change vs previous 13F +3,600 shares

    6.97% of the 13F portfolio, value $16,184,915.

    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 255,483 shares
    Change vs previous 13F +1,400 shares

    6.88% of the 13F portfolio, value $15,308,541.

    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 254,083 shares
    Change vs previous 13F +7,750 shares

    6.81% of the 13F portfolio, value $14,485,272.

    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 246,333 shares
    Change vs previous 13F -5,950 shares

    6.2% of the 13F portfolio, value $12,521,106.

    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 252,283 shares
    Change vs previous 13F +19,500 shares

    5.73% of the 13F portfolio, value $12,064,173.

    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 232,783 shares
    Change vs previous 13F not available

    6.14% of the 13F portfolio, value $12,293,270.

    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).