Hughes Financial Services, LLC: VTES position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hughes Financial Services, LLC on VTES, newest first. How the timeline and the estimate are built.
Hughes Financial Services, LLC held 81,423 VTES shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 81,423 sharesChange vs previous 13F +5,811 shares
1.09% of the 13F portfolio, value $8,248,964.
13F-HR 0002054465-26-000003 filed by Hughes Financial Services, 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 75,612 sharesChange vs previous 13F +3,465 shares
1.17% of the 13F portfolio, value $7,647,398.
13F-HR 0002054465-26-000002 filed by Hughes Financial Services, 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 72,147 sharesChange vs previous 13F +1,158 shares
1.15% of the 13F portfolio, value $7,328,333.
13F-HR 0002054465-26-000001 filed by Hughes Financial Services, 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 70,989 sharesChange vs previous 13F +2,550 shares
1.15% of the 13F portfolio, value $7,199,704.
13F-HR 0002054465-25-000005 filed by Hughes Financial Services, 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 68,439 sharesChange vs previous 13F -362 shares
1.19% of the 13F portfolio, value $6,943,821.
13F-HR 0002054465-25-000004 filed by Hughes Financial Services, 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 68,801 sharesChange vs previous 13F +53,439 shares
1.35% of the 13F portfolio, value $6,909,684.
13F-HR 0002054465-25-000002 filed by Hughes Financial Services, 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 15,362 sharesChange vs previous 13F not available
0.32% of the 13F portfolio, value $1,540,041.
13F-HR 0002054465-25-000001 filed by Hughes Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).