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Kovack Advisors, Inc.: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kovack Advisors, Inc. on VTI, newest first. How the timeline and the estimate are built.

Kovack Advisors, Inc. held 35,034 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,034 shares
    Change vs previous 13F -435 shares

    0.62% of the 13F portfolio, value $12,947,044.

    13F-HR 0001728321-26-000004 filed by Kovack Advisors, Inc.
    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 35,469 shares
    Change vs previous 13F -1,131 shares

    0.61% of the 13F portfolio, value $11,432,735.

    13F-HR 0001728321-26-000003 filed by Kovack Advisors, Inc.
    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/A 36,600 shares
    Change vs previous 13F +11,877 shares

    0.58% of the 13F portfolio, value $12,271,047.

    13F-HR/A 0001728321-26-000002 filed by Kovack Advisors, Inc.
    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 24,723 shares
    Change vs previous 13F -3,433 shares

    0.76% of the 13F portfolio, value $8,113,207.

    13F-HR 0001728321-25-000005 filed by Kovack Advisors, Inc.
    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 28,156 shares
    Change vs previous 13F +1,553 shares

    0.84% of the 13F portfolio, value $8,557,318.

    13F-HR 0001085146-25-004483 filed by Kovack Advisors, Inc.
    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 26,603 shares
    Change vs previous 13F -4,834 shares

    0.77% of the 13F portfolio, value $7,311,446.

    13F-HR 0001085146-25-002653 filed by Kovack Advisors, Inc.
    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 31,437 shares
    Change vs previous 13F +2,981 shares

    0.89% of the 13F portfolio, value $9,110,755.

    13F-HR 0001085146-25-000776 filed by Kovack Advisors, Inc.
    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 28,456 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $8,057,625.

    13F-HR 0001085146-24-005367 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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