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HILLTOP WEALTH ADVISORS, LLC: VTEB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HILLTOP WEALTH ADVISORS, LLC on VTEB, newest first. How the timeline and the estimate are built.

HILLTOP WEALTH ADVISORS, LLC held 0 VTEB shares at 2025-09-30 per its 13F-HR filed 2025-10-16.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -55,360 shares

    13F-HR 0001786241-25-000008 filed by HILLTOP WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 55,360 shares
    Change vs previous 13F -135,191 shares

    1.52% of the 13F portfolio, value $2,714,301.

    13F-HR 0001786241-25-000005 filed by HILLTOP WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 190,551 shares
    Change vs previous 13F -261,619 shares

    5.34% of the 13F portfolio, value $9,455,141.

    13F-HR 0001786241-25-000004 filed by HILLTOP WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 452,170 shares
    Change vs previous 13F +33,040 shares

    11.46% of the 13F portfolio, value $22,667,296.

    13F-HR 0001786241-25-000001 filed by HILLTOP WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 419,130 shares
    Change vs previous 13F not available

    10% of the 13F portfolio, value $21,425,932.

    13F-HR 0001786241-24-000006 filed by HILLTOP WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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