Skip to content
Disclosery

HMV Wealth Advisors, LLC: VTIP position timeline

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

HMV Wealth Advisors, LLC held 20,128 VTIP shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,128 shares
    Change vs previous 13F +2,941 shares

    0.39% of the 13F portfolio, value $1,011,049.

    13F-HR 0002054904-26-000003 filed by HMV 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 17,187 shares
    Change vs previous 13F +1,015 shares

    0.4% of the 13F portfolio, value $858,492.

    13F-HR 0002054904-26-000001 filed by HMV 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 16,172 shares
    Change vs previous 13F +2,052 shares

    0.4% of the 13F portfolio, value $799,868.

    13F-HR 0001725547-26-000034 filed by HMV 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 14,120 shares
    Change vs previous 13F +1,580 shares

    0.39% of the 13F portfolio, value $714,896.

    13F-HR 0001725547-25-004112 filed by HMV 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 12,540 shares
    Change vs previous 13F +2,580 shares

    0.41% of the 13F portfolio, value $630,386.

    13F-HR 0001725547-25-003532 filed by HMV 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 9,960 shares
    Change vs previous 13F +1,260 shares

    0.39% of the 13F portfolio, value $497,004.

    13F-HR 0001725547-25-001415 filed by HMV 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 8,700 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $421,254.

    13F-HR 0001725547-25-000859 filed by HMV Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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