HMV Wealth Advisors, LLC: VTI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HMV Wealth Advisors, LLC on VTI, newest first. How the timeline and the estimate are built.
HMV Wealth Advisors, LLC held 38,510 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 38,510 sharesChange vs previous 13F -2,505 shares
5.55% of the 13F portfolio, value $14,250,240.
13F-HR 0002054904-26-000003 filed by HMV Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 41,015 sharesChange vs previous 13F +2,084 shares
6.18% of the 13F portfolio, value $13,158,022.
13F-HR 0002054904-26-000001 filed by HMV Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 38,931 sharesChange vs previous 13F -65 shares
6.53% of the 13F portfolio, value $13,052,396.
13F-HR 0001725547-26-000034 filed by HMV Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 38,996 sharesChange vs previous 13F +2,450 shares
7.04% of the 13F portfolio, value $12,797,317.
13F-HR 0001725547-25-004112 filed by HMV Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 36,546 sharesChange vs previous 13F +14,175 shares
7.28% of the 13F portfolio, value $11,107,426.
13F-HR 0001725547-25-003532 filed by HMV Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 22,371 sharesChange vs previous 13F +12,845 shares
4.88% of the 13F portfolio, value $6,148,446.
13F-HR 0001725547-25-001415 filed by HMV Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,526 sharesChange vs previous 13F not available
2.76% of the 13F portfolio, value $2,760,730.
13F-HR 0001725547-25-000859 filed by HMV Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).