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Jacksonville Wealth Management, LLC: VTHR position timeline

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

Jacksonville Wealth Management, LLC held 2,860 VTHR shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,860 shares
    Change vs previous 13F -76 shares

    0.54% of the 13F portfolio, value $947,952.

    13F-HR 0001420506-26-001391 filed by Jacksonville Wealth Management, 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 2,936 shares
    Change vs previous 13F -56 shares

    0.57% of the 13F portfolio, value $844,409.

    13F-HR 0001420506-26-000763 filed by Jacksonville Wealth Management, 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 2,992 shares
    Change vs previous 13F +1 shares

    0.64% of the 13F portfolio, value $898,667.

    13F-HR 0001420506-26-000157 filed by Jacksonville Wealth Management, 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 2,991 shares
    Change vs previous 13F +1 shares

    0.65% of the 13F portfolio, value $880,376.

    13F-HR 0001420506-25-002975 filed by Jacksonville Wealth Management, 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 2,990 shares
    Change vs previous 13F -46 shares

    0.66% of the 13F portfolio, value $815,594.

    13F-HR 0001420506-25-001787 filed by Jacksonville Wealth Management, 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 3,036 shares
    Change vs previous 13F -64 shares

    0.74% of the 13F portfolio, value $749,224.

    13F-HR 0001420506-25-000779 filed by Jacksonville Wealth Management, 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 3,100 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $805,299.

    13F-HR 0001420506-25-000051 filed by Jacksonville Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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