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HILLTOP WEALTH ADVISORS, LLC: VTR position timeline

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

HILLTOP WEALTH ADVISORS, LLC held 3,379 VTR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,379 shares
    Change vs previous 13F +30 shares

    0.15% of the 13F portfolio, value $300,055.

    13F-HR 0002085853-26-000997 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).

  2. period ended2026-03-31
    13F 3,349 shares
    Change vs previous 13F +33 shares

    0.16% of the 13F portfolio, value $273,881.

    13F-HR 0001786241-26-000003 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 ended2025-12-31
    13F 3,316 shares
    Change vs previous 13F +29 shares

    0.13% of the 13F portfolio, value $256,592.

    13F-HR 0001786241-26-000001 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).

  4. period ended2025-09-30
    13F 3,287 shares
    Change vs previous 13F +36 shares

    0.12% of the 13F portfolio, value $230,057.

    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).

  5. period ended2025-06-30
    13F 3,251 shares
    Change vs previous 13F -18 shares

    0.12% of the 13F portfolio, value $205,301.

    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).

  6. period ended2025-03-31
    13F 3,269 shares
    Change vs previous 13F -1,700 shares

    0.13% of the 13F portfolio, value $224,776.

    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).

  7. period ended2024-12-31
    13F 4,969 shares
    Change vs previous 13F -261 shares

    0.15% of the 13F portfolio, value $292,624.

    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).

  8. period ended2024-09-30
    13F 5,230 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $335,400.

    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).