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INVICTUS PRIVATE WEALTH, LLC: VHT position timeline

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

INVICTUS PRIVATE WEALTH, LLC held 177,385 VHT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 177,385 shares
    Change vs previous 13F +214 shares

    2.85% of the 13F portfolio, value $53,039,889.

    13F-HR 0001172661-26-002832 filed by INVICTUS PRIVATE WEALTH, 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 177,171 shares
    Change vs previous 13F +4,333 shares

    2.98% of the 13F portfolio, value $48,248,978.

    13F-HR 0001172661-26-001764 filed by INVICTUS PRIVATE WEALTH, 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 172,838 shares
    Change vs previous 13F +6,573 shares

    3.01% of the 13F portfolio, value $49,751,418.

    13F-HR 0001172661-26-000744 filed by INVICTUS PRIVATE WEALTH, 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 166,265 shares
    Change vs previous 13F -7,263 shares

    2.7% of the 13F portfolio, value $43,162,394.

    13F-HR 0001172661-25-004671 filed by INVICTUS PRIVATE WEALTH, 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 173,528 shares
    Change vs previous 13F +9,270 shares

    2.95% of the 13F portfolio, value $43,093,944.

    13F-HR 0001172661-25-002723 filed by INVICTUS PRIVATE WEALTH, 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 164,258 shares
    Change vs previous 13F +6,085 shares

    3.45% of the 13F portfolio, value $43,484,020.

    13F-HR 0001172661-25-001619 filed by INVICTUS PRIVATE WEALTH, 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 158,173 shares
    Change vs previous 13F +7,366 shares

    3.05% of the 13F portfolio, value $40,126,909.

    13F-HR 0001172661-25-001069 filed by INVICTUS PRIVATE WEALTH, 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 150,807 shares
    Change vs previous 13F not available

    3.37% of the 13F portfolio, value $42,557,736.

    13F-HR 0001172661-24-004409 filed by INVICTUS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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