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Hillcrest Wealth Advisors - NY, LLC: VEU position timeline

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

Hillcrest Wealth Advisors - NY, LLC held 194,800 VEU 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 194,800 shares
    Change vs previous 13F +1,821 shares

    5.84% of the 13F portfolio, value $16,314,530.

    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 192,979 shares
    Change vs previous 13F -50 shares

    5.87% of the 13F portfolio, value $14,492,723.

    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 193,029 shares
    Change vs previous 13F -3,800 shares

    6.11% of the 13F portfolio, value $14,199,213.

    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 196,829 shares
    Change vs previous 13F -2,600 shares

    6.32% of the 13F portfolio, value $14,047,686.

    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 199,429 shares
    Change vs previous 13F -875 shares

    6.3% of the 13F portfolio, value $13,405,617.

    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 200,304 shares
    Change vs previous 13F -500 shares

    6.02% of the 13F portfolio, value $12,150,441.

    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 200,804 shares
    Change vs previous 13F -2,000 shares

    5.48% of the 13F portfolio, value $11,528,158.

    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 202,804 shares
    Change vs previous 13F not available

    6.38% of the 13F portfolio, value $12,776,652.

    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).